Common Sense Investment Management, LLC (Portland)

Name: Common Sense Investment Management, LLC
Address: 15350 Sw Sequoia Parkway, Portland, OR, 97224
Telephone: 503-639-6551

Common Sense Investment Management, LLC is a large advisory firm based in Portland. It manages $373.54 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oregon.

Common Sense Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Common Sense Investment Management: assets under management

The assets under management (AUM) of Common Sense Investment Management, LLC is $373.54 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $373.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $62.26 million each.

Common Sense Investment Management has custody of $116 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Common Sense Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Common Sense Investment Management, LLC

Marc Eric Lorin has been acting as President since 1 Aug 2014. Kristie Oh Leake joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Janet Louise Bisenius	Member	1 Jan 1997	25% - 50%	4480933
James Allan Bisenius	Member/ceo/managing director	1 Jan 1997	Other	856664
Stacey Marie Strade	Managing director/sr. v.p. research	1 Jan 1997	Other	2432898
Scott Alan Thompson	Manging director/sr. v.p. finance	1 Jan 1997	Other	2821414
Kathleen Dorothy Strade	Managing director/sr. v.p. operations	1 Jan 1997	Other	1616208
Stacey Marie Squires	Member	1 Jan 1997	Other	2432898
Craig Patrick Stuvland	Managing director	1 Oct 1999	Other	720649
Richard Jay Gass	Managing director/sr. v.p. research	1 Jan 2003	Other	4649282
Craig Patrick Stuvland	Managing director/president/coo	1 Apr 2003	Other	720649
Dean Raymond Derrah	Managing director	1 Mar 2005	Other	1468864
Thomas Philip Harbolt	Cfo/general counsel/chief compliance officer	1 Jan 2006	Other	5120449
Jonathan Edward Mcgowan	Managing director/sr. v.p. research	1 Jan 2006	Other	5120455
John Charles Kopchik	Managing director/sr. v.p. research	1 Jan 2006	Other	5120456
Mark Arthur Wentzien	Chief compliance officer	1 Sep 2007	Other	2888873
Dean Raymond Derrah	President	1 Nov 2009	Other	1468864
Daniel Scott Waldo Watson	Chief financial officer	1 Nov 2010	Other	5878559
Bft Csim Llc	Member	1 Dec 2012	Other	461932634
Craig Patrick Stuvland	Member	1 Dec 2012	Other	720649
Michael John Wietecki	Chief operating officer / chief compliance officer	1 Jan 2013	Other	5655365
Jonathan Gane	Chief executive officer	1 Jan 2014	25% - 50%	5557852
Kristie Oh Leake	Chief financial officer	1 Jan 2014	Other	6318121
Scott Alan Thompson	Chief investment officer - fund of funds	1 Jan 2014	Other	2821414
Marc Eric Lorin	President	1 Aug 2014	Other	1993808

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The Bisenius Family Trust	Member	1 Dec 2012	75% - 100%	46-6464400
James Allan Bisenius	Trustee	1 Dec 2012	75% - 100%	856664

Based in Portland

The principal office where Common Sense Investment Management, LLC performs its advisory services is located at 15350 Sw Sequoia Parkway, Portland, OR 97224, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-639-6551 or by fax 503-639-4243. The normal business hours are 8:00 am - 5:00 pm pst on Monday - Friday. You can find more information about the New York firm at csimllc.com.