Firm profile

VARIANT INVESTMENTS

PORTLAND, ORCRD 289261Latest ADV February 20, 2026

Variant Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated February 20, 2026, reports $2.8B in regulatory assets under management, 30 employees, and 4 accounts.

Assets Under Management
$2.8B
Employees
30
Offices
--
Total Clients
<5
Primary office
PORTLAND, OR
10200 SW GREENBURG ROAD, SUITE 760, PORTLAND, OR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOLisa Zhu
COOKristin A. Cook

Advisory services offered

2 types reported
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 75.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
75.0%
3
2
Pooled Investment Vehicles
25.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.8Bas of February 20, 2026
Discretionary100.0%
$2.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.8B
Total Accounts4
10Y AUM Change+$2.8B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees30
Clients per Employee0:1
10Y Employee Change+27 (+900.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.