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NORTHMARQ FUND MANAGEMENT, LLC

LAKE OSWEGO, OR · CRD 150703 · IAPD ↗ · northmarq.com · 503-952-0700

$541.3MRegulatory AUM
7Advisory reps
18Employees
8Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — NORTHMARQ FUND MANAGEMENT, LLC crossed $500M in regulatory AUM ($491.7M -> $541.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
18
April 2025 — NORTHMARQ FUND MANAGEMENT, LLC changed its website from morrisonstreetcapital.com to northmarq.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
43
April 2025 — NORTHMARQ FUND MANAGEMENT, LLC shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
43
April 2025 — NORTHMARQ FUND MANAGEMENT, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
39
July 2024 — NORTHMARQ FUND MANAGEMENT, LLC notice-filed in CA, FL, MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
43
July 2024 — NORTHMARQ FUND MANAGEMENT, LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
July 2024 — MORRISON STREET CAPITAL, LLC is now doing business as NORTHMARQ FUND MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
62
July 2024 — NORTHMARQ FUND MANAGEMENT, LLC grew from 6 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
43
April 2024 — MORRISON STREET CAPITAL, LLC shrank from 9 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2024 — MORRISON STREET CAPITAL, LLC crossed $500M in regulatory AUM ($485.6M -> $505.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.