Firm profile

WASHINGTON PARK CAPITAL MANAGEMENT, LLC

PORTLAND, ORCRD 338939Latest ADV March 11, 2026

Washington Park Capital Management, LLC 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 March 11, 2026, reports $359M in regulatory assets under management, 3 employees, and 317 accounts.

Assets Under Management
$359M
Employees
3
Offices
--
Total Clients
194
Primary office
PORTLAND, OR
9755 SW BARNES RD, SUITE 620, PORTLAND, OR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMatthew A. Swendiman

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
97
2
Individuals
48.5%
94
3
Corporations
1.5%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$359Mas of March 11, 2026
Discretionary100.0%
$359M
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$359M
Total Accounts317
10Y AUM Change+$359M

Employee Growth by Quarter

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

Total Employees3
Clients per Employee65:1
10Y Employee Change+2 (+200.0%)

* 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.