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VARIANT INVESTMENTS

PORTLAND, OR · CRD 289261 · IAPD ↗ · variantinvestments.com · 503.563.0700

$2.64BRegulatory AUM
32Advisory reps
33Employees
3Clients
0Planning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
March 2026 — VARIANT INVESTMENTS now reports custody of client assets ($20.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
March 2026 — VARIANT INVESTMENTS now reports 1 private fund(s) ($20.1M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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