Institutional
    SEC Registered

    Quest Investment Management, LLC

    Registered investment advisor · Lake Oswego, Oregon · CRD #110640

    Assets Under Management
    $1.7B
    Client Accounts
    125
    Employees
    9
    CRD Number
    110640
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Quest Investment Management, LLC

    Quest Investment Management, LLC is an independently-owned investment advisor headquartered in Portland, Oregon, managing long-only large-cap growth equity portfolios and asset allocation strategies for institutional clients since 1985. The firm employs 11-50 staff members.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Quest Investment Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Quest Investment Management, LLC's AUM?

    Quest Investment Management, LLC reports approximately $1.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Quest Investment Management, LLC headquartered?

    Quest Investment Management, LLC is headquartered in Lake Oswego, Oregon.

    What is Quest Investment Management, LLC's CRD number?

    Quest Investment Management, LLC's CRD number is 110640. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Quest Investment Management, LLC manage?

    Quest Investment Management, LLC manages approximately 125 client accounts according to its latest SEC filing.

    Is Quest Investment Management, LLC SEC registered?

    Yes, Quest Investment Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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