Samara Capital - Investment Advisers

About Samara Capital

Samara Capital is an investment adviser based in Beaverton, Oregon. Its legal name is Samara Investment Management, LLC. The firm is one of the investment advisers in Oregon in this directory and is part of the wider set of investment advisers in the United States. Its reported regulatory assets under management are $123 million. The firm describes its approach as building a financial plan around each client's objectives, resources, and day-to-day life, with ongoing check-ins to keep that plan on course. It reports two employees and says it also works with a team of outside professionals to add expertise for clients. Prospective clients can view introductory videos about the people involved before they meet. According to the firm, most of its client relationships span multiple generations and have lasted for decades.

Key Facts

Assets Under Management

$123M

Employees

2

SEC File Number

801-132735