Hyas Group, LLC (Portland)

Name: Hyas Group, LLC
Address: 108 Nw 9 Th Avenue, #203, Portland, OR, 97209
Telephone: 971.634.1500

Hyas Group, LLC is a pension cosultant based in Portland. It manages $64.05 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Oregon, Texas, and Washington.

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

Hyas Group: assets under management

The assets under management (AUM) of Hyas Group, LLC is $64.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 701% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $64.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.12 million each.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hyas Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hyas Group serves?

The only and largest group of clients of Hyas Group is state or municipal government entities with 8 clients and $60.48 million of assets under management. Among the 1 most similar advisory firms, Hyas Group has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $60.48 million for 8 clients. None of the firm’s clients are foreign persons or businesses.

Hyas Group doesn't advise any private funds.

Careers at Hyas Group, LLC

The company employs 13 people that are either part- or full-time employees. 85 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jayson Allen Davidson	Managing partner, director of consulting services	1 Aug 2008	25% - 50%	2825116
Warren Dale Parker	Managing partner, director of analytical services	1 Aug 2008	25% - 50%	5627542
Brian James Loescher	Managing partner, director of research	1 Sep 2009	Other	5767425
Michelle Kay Worthingtonruppelt	Chief compliance officer	1 May 2012	Other	1287084

Based in Portland

The principal office where Hyas Group, LLC performs its advisory services is located at 108 Nw 9 Th Avenue, #203, 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 971.634.1500 or by fax 971.275.1856. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at hyasgroup.com.