SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Matisse Capital
Portland, OR
Deschutes Portfolio Strategy, LLC, CRD 155424
Firm filing updated September 18, 2026 ·
- $1.6BAssets
- 10Advisory staff
- 769Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals191
- High net worth individuals116
- Pension and profit sharing plans37
- Charities10
- Investment companies2
- and 1 more2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 191 | $67.3 million |
| High net worth individuals | 116 | $349.9 million |
| Investment companies | 2 | $120.4 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $37.6 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 37 | $827.4 million |
| Charitable organizations | 10 | $165.0 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $58.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 8 services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$1.6 billion
- Accounts769
- Discretionary$848.1 million · 726 accounts
- Non-discretionary$778.5 million · 43 accounts
People
- Employees11
- Advisory staff10
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Deschutes Portfolio Strategy, LLC SEC-registered investment advisor. CRD 155424, SEC file 801-72004.
- Registered with the SEC as an investment advisor (status date on record: November 23, 2010).
Is Matisse Capital a fiduciary?
Short answer: Matisse Capital is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.