Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

December 02, 2015 1:01 AM ET

Capital Markets

Company Overview of Threshold Group, LLC

Company Overview

Threshold Group, LLC provides investment advisory services. It engages in the development, implementation, and monitoring of customized investment plans; provision of investment and asset allocation recommendations and oversight; independent research of investment managers, funds, and private investment opportunities; provision of consolidated investment reports; and evaluation and diligent review of alternative investments. The company also provides family office services, such as estate transfer and income tax planning, and private wealth education; and mission-related wealth management services. In addition, it offers project management services, such as aircraft and watercraft management...

3025 Harborview Drive

P.O. Box 2358

Gig Harbor, WA 98335

United States

Founded in 1958





Key Executives for Threshold Group, LLC

Age: 83
Chief Operating Officer
Chief Client Service Officer
Managing Director of Strategic Relationships
Compensation as of Fiscal Year 2015.

Threshold Group, LLC Key Developments

Threshold Appoints Stephanie Cohn Rupp as Managing Director of Impact Investing

Threshold Group has hired Stephanie Cohn Rupp as managing director of impact investing. In her new role, Rupp will work together with chief investment officer Ron Albahary to develop creative goals-based solutions for clients. Rupp joined Threshold Group from Toniic, where she served as CEO. Rupp, who has over 15 years of experience in global impact investing, has worked for five years at Omidyar Network.

Threshold Group Appoints Lisa Chin to its Board of Directors

Threshold Group announced that Lisa Chin will join its Board of Directors. Chin, currently founding Executive Director of Year Up Puget Sound, is an experienced leader for nonprofit organizations and business groups. Chin fills a board seat vacated by Ashbridge Investment Management Founder, Charles B. Grace, Jr., whose term ends in 2013.

Similar Private Companies By Industry

Company Name Region
Integrity Investments, Inc. United States
7 Mile Advisors, LLC United States
H.D. Vest Investment Securities, Inc. United States
Vcapital, Inc. United States
Riverside Management Group, LLC United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
NYC2012, Inc. United States
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Threshold Group, LLC, please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at