Puget Sound Wealth Advisors
RIA · $180.0M AUM · West Coast
Expansion Score
95
Churn Risk
10
Days in Stage
36
Avg Response Time
5h
Activity Timeline
11 eventsOpened Fund III portfolio update email
Video call with James Mitchell — discussed pension allocation limits and Fund III structure
Visited Fund III data room — 14 min, reviewed audited financials
Clicked link to portfolio company case study
Opened Q3 2025 investor letter
In-person meeting at CIO's office — reviewed Fund II exit performance
Opened year-end portfolio summary email
Attended Seattle Investor Day — CIO attended with analyst
Phone call with CIO — confirmed increased alts allocation by 3%
Opened Q2 2025 investor letter
Visited Fund III data room — 20 min, reviewed sponsor commitment details
Relationship Summary
🤖 AI-ComputedPuget Sound Wealth Advisors has been highly engaged over the past 90 days. They opened 4 of 4 emails, had 2 meetings, and show strong expansion signals. Their previous fund commitment was $2.0M; expansion to $3.0M–$4.0M is likely based on pattern similarity to your top converters.
Details
- Contact
- Mark Davidson, Director of Alternatives
- Sector Focus
- Core Plus
- Typical Check
- $3.0M
- Current Commitment
- $2.0M
- Previous Fund
- $2.0M
- Assigned To
- James Mitchell
- Stage Since
- Jan 5, 2026
- Priority Rank
- #9 of 45