Deschutes Portfolio Strategy LLC
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #3178 of mapped providers
Assets under administration$107M0.0%Market share · rank #6408
Fees received$162,421Median $37,904/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Deschutes Portfolio Strategy LLC plan look like?
Service mix · median fees per plan
Count of plans where Deschutes Portfolio Strategy LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Consulting feesCode 27 | 4 | $37,904 |
Competitor overlap
Percent of Deschutes Portfolio Strategy LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Deschutes Portfolio Strategy LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Deschutes Portfolio Strategy LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
COHO DISTRIBUTING LLC DBA COLUMBIA DISTRIBUTINGOR · 262863088-002 | Matisse Capital | $204M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CHILDREN'S CLINIC, P.C., D/B/A THE CHILDRENS CLINIC PCOR · 930682029-334 | $42M | 159 | $42,949 | 7y | 1 |
MCMENAMINS, INC.OR · 930993010-001 | $41M | 2,221 | $68,503 | 10y | 1 |
WOODBURN NURSERY & AZALEAS, INC.OR · 931074688-002 | $19M | 153 | $32,859 | 6y | - |
THE TOWNSHEND GROUP, LLCOR · 810790456-001 | $6M | 160 | $18,110 | 4y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (8)
Raw Schedule C names collapsed into Deschutes Portfolio Strategy LLC.
- BRIDGEWATER ALL WEATHERPORTFOLIOIII
- DESCHUTES PORTFOLIO STRATEGIES
- DESCHUTES PORTFOLIO STRATEGIES INC.
- DESCHUTES PORTFOLIO STRATEGIES LLC
- DESCHUTES PORTFOLIO STRATEGY
- DESCHUTES PORTFOLIO STRATEGY L
- DESCHUTES PORTFOLIO STRATEGY LLC
- DESCHUTES PORTFOLIO STRATEGY, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Deschutes Portfolio Strategy LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 25.00% | 1.76% | +23.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Deschutes Portfolio Strategy LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Deschutes Portfolio Strategy LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| StanCorp Financial Group | 3 | 75.0% |