Mazama Capital Management Inc (Portland)

Name: Mazama Capital Management Inc
Address: One Southwest Columbia Street, Portland, OR, 97258 2080
Telephone: 503-221-8725

Mazama Capital Management Inc is a large advisory firm based in Portland. It manages $550.16 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oregon.

Mazama Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mazama Capital Management: assets under management

The assets under management (AUM) of Mazama Capital Management Inc is $550.16 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $550.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.56 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mazama Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mazama Capital Management Inc

Ronald Adair Sauer has been acting as President since 1 Oct 1997. Donald Joseph Klotter joined the executive team most recently as the Senior Vice President, Marketing & Client Service.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Adair Sauer	Chairman/president/cio	1 Oct 1997	50% - 75%	1005489
Jill Ronne Collins	Vice president	1 Oct 1997	Other	2696159
Brian Paul Alfrey	Director/vice president/coo	1 Oct 1997	Other	1490704
Stephen Charles Brink	Vice president	1 Nov 1997	Other	2607465
Jill Collins Eberwein	Director, strategic adviser	1 Dec 2001	Other	2696159
Brian Paul Alfrey	Director/evp/coo/cco	1 Dec 2001	Other	1490704
Jill Ronne Collins	Senior vice president	1 Dec 2001	Other	2696159
Stephen Charles Brink	Senior vice president	1 Dec 2001	Other	2607465
Donald Joseph Klotter	Senior vice president, marketing & client service	1 Jan 2007	Other	2787002
Shannon Michelle Lynch	Chief compliance officer	1 Jan 2007	Other	5287922
Shannon Michelle Makuakane	Chief compliance officer	1 Jan 2007	Other	5287922

Based in Portland

The principal office where Mazama Capital Management Inc performs its advisory services is located at One Southwest Columbia Street, Portland, OR 97258 2080, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-221-8725 or by fax 503-221-8738. The normal business hours are 6:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at mazamacap.com.