Cable Hill Partners
Cable Hill Partners was a Portland, Oregon-based Registered Investment Advisor managing approximately $2 billion in assets for high-net-worth individuals and families. The firm offered wealth management, retirement plan, estate, tax, and risk advisory services before being acquired by Coldstream in June 2025.
- Company typePrivate
- Founded2014
- HeadquartersPortland, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Cable Hill Partners does
Cable Hill Partners was a Portland, Oregon-based Registered Investment Advisor (RIA) firm that provided wealth management, investment advisory, and retirement plan services primarily to high-net-worth individuals and families. The firm offered a comprehensive suite of financial services spanning estate planning, risk management, tax planning, and cash management, positioning itself as a full-service advisor rather than a pure asset manager. At the time of its acquisition, the firm managed approximately $2 billion in client assets and operated with a headcount in the 11-50 range, indicating a mid-sized boutique RIA operating in the Pacific Northwest market.
The firm's business model followed the conventional RIA fee structure, generating revenue primarily through advisory fees charged as a percentage of assets under management. Distribution was relationship-driven, relying on direct client engagement and referrals rather than formalized marketing channels. Cable Hill Partners did not publicly disclose its pricing, fee schedules, or revenue figures, and offered no proprietary technology platform, mobile application, or differentiated AI capabilities. Its value proposition rested on advisor expertise, fiduciary compliance, and personalized service rather than on technology or scale.
On June 1, 2025, Cable Hill Partners was acquired by Coldstream, a Portland-based RIA, in a transaction intended to enhance Coldstream's retirement plan services capability and broaden its overall financial offerings. Following the merger, Cable Hill Partners ceased to operate as an independent entity and was absorbed into Coldstream's platform, with its approximately $2 billion in client assets and specialized retirement plan expertise now operating under the parent brand.
Cable Hill Partners firmographics
Firmographics- Name
- Cable Hill Partners
- Legal name
- Cable Hill Partners
- Website
- https://cablehill.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- Cable Hill Partners was a Portland, Oregon-based Registered Investment Advisor managing approximately $2 billion in assets for high-net-worth individuals and families. The firm offered wealth management, retirement plan, estate, tax, and risk advisory services before being acquired by Coldstream in June 2025.
- Ownership category
- akta.pro rank
Cable Hill Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Cable Hill Partners is headquartered
LocationHeadquarters
- HQ city
- Portland
- HQ country
- United States
- HQ region
- North America
Markets served
Cable Hill Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Cable Hill Partners product offering
Product offeringCore offering
Cable Hill Partners was a Portland-based Registered Investment Advisor (RIA) firm that offered investment advisory, wealth management, retirement plan services, estate planning, tax planning, risk management, and cash management services to clients. The firm managed approximately $2 billion in client assets and was acquired by Coldstream on June 1, 2025.
Product overview
Cable Hill Partners operated as a standalone Portland-based registered investment advisory (RIA) firm managing approximately $2 billion in assets, specializing in retirement plan services and broad financial offerings. The firm was acquired by Coldstream in June 2025 and now operates as part of Coldstream's expanded service platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Advisory Services
Companies that use Cable Hill Partners
Customer profileSegments1 record
Ideal customer profiles1 record
Cable Hill Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Cable Hill Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- ColdstreamcoreCable Hill Partners was acquired by Coldstream as part of Coldstream's expansion strategy. The merger, completed on June 1, 2025, enhanced Coldstream's ability to provide retirement plan services and broadened its range of financial offerings. Cable Hill Partners managed approximately $2 billion in assets at the time of acquisition.
Scale indicators2 records
Recent moves3 records
Expansion highlights2 records
Cable Hill Partners competitors and assessment
Company assessmentMarket position
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Cable Hill Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cable Hill Partners leadership team
Management profileNumber of profiles
Cable Hill Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cable Hill Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cable Hill Partners
What does Cable Hill Partners do?
Cable Hill Partners was a Portland-based Registered Investment Advisor (RIA) firm that offered investment advisory, wealth management, retirement plan services, estate planning, tax planning, risk management, and cash management services to clients. The firm managed approximately $2 billion in client assets and was acquired by Coldstream on June 1, 2025.
Is Cable Hill Partners a public or private company?
Cable Hill Partners is a private company. It is classified as corporate owned and is currently acquired.
When was Cable Hill Partners founded?
Cable Hill Partners was founded in 2014. It employs 11 to 50 people.
Where is Cable Hill Partners based?
Cable Hill Partners is headquartered in Portland, United States, in the North America region.
Does Cable Hill Partners have an API?
No public API is recorded for Cable Hill Partners.
What industry is Cable Hill Partners in?
Cable Hill Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.