Laird Norton Wealth Management is a fund manager in Seattle with $4.06 bn assets under management.
Company profile
Website
Employees
Fiscal year end
Industry (SIC)
SEC CIK
IRS number
200498323
SEC advisor number
801-60345
FINRA CRD number
113400
AUM ?
$4.06 bn
(as of 7 Jun 23)
Accounts
2,706
(as of 7 Jun 23)
Employees
97
(40 investment advisory or research)
Office hours
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Laird Norton Company, LLC | Shareholder | 12/2021 | > 75% |
| Laird Norton Trust Company | Member | 01/2004 | > 75% |
| Wigen, Carla, Carmack | Chief Operating Officer | 01/2021 | < 5% |
| Bauer, Kristen, Powers | CEO | 05/2020 | < 5% |
| Gehrmann, Conrad, H. | Chief Financial Officer | 12/2020 | < 5% |
| Albahary, Ronald, Gerard | Chief Investment Officer | 07/2021 | < 5% |
| LNTC Equity LP | Member | 12/2021 | 25-50% |
| Laird Norton Enterprises Inc | Member | 12/2021 | 25-50% |
| White Pine, Inc. | Member | 12/2021 | 25-50% |
| Laird Norton Company, LLC | Shareholder | 12/2021 | > 75% |
| Halloran, Lauren, Eileen | Chief Compliance Officer | 01/2023 | < 5% |
| Hicks, Trevor, James | Chief Technology Officer | 12/2022 | < 5% |
| Janowsky, Stephen, Todd | Chief of Staff & Chief Transformation Officer | 12/2022 | < 5% |
| Badal, Jaclyne, Li'e | General Counsel | 05/2023 | < 5% |
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| Laird Norton Wealth Management | $4.06 bn | |
| LNWM Renewable Power Fund, LP | $14.14 mm | Private Equity Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
14 Aug 24
13F-NT
Notice of holdings reported by another manager
15 May 24
13F-NT
Notice of holdings reported by another manager
14 Feb 24
13F-NT
Notice of holdings reported by another manager
14 Aug 23
13F-NT
Notice of holdings reported by another manager
15 May 23
13F-NT
Notice of holdings reported by another manager
14 Feb 23
13F-NT
Notice of holdings reported by another manager
9 Nov 22
13F-NT
Notice of holdings reported by another manager
4 Aug 22
13F-NT
Notice of holdings reported by another manager
9 May 22
13F-NT
Notice of holdings reported by another manager
9 Feb 22