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Kaizenvest, LLC (Portland)


Kaizenvest, LLC is an internet adviser based in Portland. It manages $825.79 thousand of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Oregon, and Washington.

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Kaizenvest provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kaizenvest: assets under management

The assets under management (AUM) of Kaizenvest, LLC is $825.79 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $825.79 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.64 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kaizenvest, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Steven Hill Member 1 Feb 2015 Other 6465502

Based in Portland

The principal office where Kaizenvest, LLC performs its advisory services is located at 1455 Nw Irving St Suite 200, Portland, OR 97209, 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 (800) 279-1455. The normal business hours are 9:00 am - 6:00 pm pt on Monday - Friday. You can find more information about the New York firm at kaizenvest.com.


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