Quilt Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,483,746
Clients
5
80% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$1,096,749
About
Quilt Investment Management, LLC provides discretionary portfolio management to individual and high‑net‑worth clients, delivering customized accounts and an in‑house “Quilt Equity” strategy. The firm documents client goals and constraints in Investment Policy Statements and does not offer stand‑alone financial planning services.
The adviser uses a mix of fundamental and quantitative analysis and employs both long‑ and short‑term trading across equities, fixed income, ETFs, REITs, ADRs and preferred securities. Portfolios may concentrate in small‑ and micro‑cap names and can include illiquid or closely‑held securities and cash positions, which the firm identifies as creating specific liquidity and idiosyncratic risks.
A distinguishing feature is that Quilt offers a performance‑based fee option for qualified clients — a 25% performance fee assessed only on capital appreciation above a 6% annual hurdle with a high‑water mark — while also managing traditional asset‑based accounts, a structure the firm notes can create side‑by‑side conflicts and addresses through allocation policies. The firm requires clients to custody assets at Interactive Brokers and manages a very small number of client relationships with modest total AUM, which may lead to more concentrated portfolios and individualized account handling.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Private / alternative investments
Real estate investing
Fee options
$0 - $1,500,000: 1.00% annually $1,500,001 - $10,000,000: 0.40% annually $10,000,001 - $20,000,000: 0.30% annually $20,000,001+: 0.20% annually
25% performance fee on capital appreciation over 6% annual hurdle rate, subject to a high-water mark, assessed annually for qualified clients
Account minimum: $500,000
Main office location
Quilt Investment Management, LLC
Portland OR, United States
Number of offices
1
Most active in
Quilt Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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