SourcingSourcing

SAMARA INVESTMENT MANAGEMENT, LLC

B54
CRD 336178·SEC 801-132735·BEAVERTON, OR
AUM
$123.0M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$369K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAMARA INVESTMENT MANAGEMENT, LLC
CRD
336178
SEC file #
801-132735
EIN
000000000
DBA names
Samara Capital

Economics

AUM
$123.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$114.2M → $123.0M▲ +8%
Client mix
Individuals Other68
Individuals High Net Worth21
Corporations4
Charitable Organizations1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
BEAVERTON OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
samara-capital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MAUSS, TASHA, IMMACOLATA
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MAUSS, TASHA, IMMACOLATA
Mauss, Andrew, Quinten
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SAMARA-CAPITAL.COM
Rdap Domain Creation Date
2017-01-03T18:33:19Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002110507
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-05-07
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001986152-26-000067

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2807
Soi Zip Pct 200k Plus
0.0843
Soi Zip Returns 200k Plus
1,250
Soi Zip Total AGI
1,465,741
Fdic Zip Total Deposits
4,601,433,000
Fdic Zip Branch Count
111
Fdic Zip Top Banks
U.S. Bank National Association
Bank of the West

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
8625 SW CASCADE AVESUITE 506BEAVERTON, OR 97008
Business
8625 SW CASCADE AVESUITE 506BEAVERTON, OR 97008
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-07 · 0001986152-26-000067
Fdic Zip Branches Raw
United States National Bank of OregonBeaverton, OR
United States National Bank of OregonBeaverton, OR
Fdic Zip HHI
3551.93
Fdic Zip Top Bank Share Pct
55.94
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-03T18:33:19Z
Rdap Domain Last Changed
2026-01-04T18:03:07Z
Rdap Nameservers
Connect1.squarespacedns.comConnect2.squarespacedns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI40,063
Returns3,260
Stub 2
AGI123,691
Returns3,300
Stub 3
AGI154,827
Returns2,510
Soi Zip Total Business Income
49,607
Soi Zip Total Cap Gains
151,531
Soi Zip Total Dividends
30,107
Soi Zip Total Returns
14,820
Top Owner CRD
5373393
Trust Company Affiliate
No

People (2)

2
MAUSS, TASHA, IMMACOLATA
IAR · Direct Owner · 87.5%
5373393
Mauss, Andrew, Quinten
IAR · Executive Officer · 2.5%
7939404