Data / Investment advisers / Serving pooled investment vehicles / Washington
Investment advisers in Washington serving pooled investment vehicles: 60 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
60 SEC registered investment advisers with a main office in Washington report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $121 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Russell Investments.
The request: Every investment adviser in Washington that serves pooled investment vehicles, with AUM, phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 60Advisers
- $121 billionAUM from this client type
- 58Advisers over $100 million
- November 2, 2026File date
Advisers in Washington serving pooled investment vehicles
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Russell Investments | Seattle | 53 | $21.96 billion | $35.03 billion | adviserinfo.sec.gov |
| Himalaya Capital | Seattle | 2 | $21.39 billion | $21.39 billion | adviserinfo.sec.gov |
| Parametric Portfolio Associates | Seattle | 114 | $14.40 billion | $684.78 billion | adviserinfo.sec.gov |
| Silver Creek Advisory Partners LLC | Seattle | 19 | $10.15 billion | $10.20 billion | adviserinfo.sec.gov |
| Frazier Healthcare Partners | Seattle | 25 | $7.72 billion | $7.72 billion | adviserinfo.sec.gov |
| Washington Capital Management Inc | Seattle | 10 | $6.44 billion | $7.40 billion | adviserinfo.sec.gov |
| Cercano Management LLC | Bellevue | 27 | $6.29 billion | $7.28 billion | adviserinfo.sec.gov |
| Bentallgreenoak (U.S.) Limited Partnership | Seattle | 9 | $5.91 billion | $24.07 billion | adviserinfo.sec.gov |
| Inatai Investment Management Co. LLC | Seattle | 3 | $2.69 billion | $2.69 billion | adviserinfo.sec.gov |
| Freestone Capital Management, LLC | Seattle | 16 | $2.57 billion | $14.54 billion | adviserinfo.sec.gov |
| Steelhead Partners, LLC | Seattle | 6 | $2.51 billion | $2.51 billion | adviserinfo.sec.gov |
| Kosmos Management LLC | Seattle | 12 | $2.21 billion | $2.21 billion | adviserinfo.sec.gov |
| Goldfinch Partners | Bellevue | 7 | $2.09 billion | $2.09 billion | adviserinfo.sec.gov |
| Russell Investments | Seattle | 1 | $1.72 billion | $68.60 billion | adviserinfo.sec.gov |
| Columbia Pacific Advisors, LLC | Seattle | 24 | $1.46 billion | $1.46 billion | adviserinfo.sec.gov |
| RDST Capital LLC | Seattle | 2 | $1.11 billion | $1.28 billion | adviserinfo.sec.gov |
| Bridge33 Investment Management LLC | Seattle | 6 | $1.08 billion | $1.08 billion | adviserinfo.sec.gov |
| Altravue Capital, LLC | Bellevue | 2 | $871 million | $1.54 billion | adviserinfo.sec.gov |
| Benchmark Plus Management | Gig Harbor | 9 | $767.4 million | $767.4 million | adviserinfo.sec.gov |
| Pike Street Capital | Seattle | 7 | $727.4 million | $727.4 million | adviserinfo.sec.gov |
| Arable Capital Partners, LLC | Bellevue | 1 | $671.2 million | $671.2 million | adviserinfo.sec.gov |
| Strategic Income Management, LLC | Seattle | 1 | $445.6 million | $3.14 billion | adviserinfo.sec.gov |
| Westriver Management, LLC | Seattle | 27 | $444.4 million | $444.4 million | adviserinfo.sec.gov |
| Rainier Capital Partners LP | Seattle | 3 | $379.5 million | $379.5 million | adviserinfo.sec.gov |
| Westward Partners LLC | Seattle | 9 | $374 million | $374 million | adviserinfo.sec.gov |
| Angellist Asset Management, LLC | Seattle | 22 | $338.2 million | $346.5 million | adviserinfo.sec.gov |
| TSP Advisors, LLC | Mercer Island | 3 | $317.3 million | $317.3 million | adviserinfo.sec.gov |
| 22nw, LP | Seattle | 1 | $295.6 million | $295.6 million | adviserinfo.sec.gov |
| Pinnacle Partner Management LLC | Seattle | 13 | $287.3 million | $287.3 million | adviserinfo.sec.gov |
| Avatar Capital Management LLC | Seattle | 2 | $279.6 million | $279.6 million | adviserinfo.sec.gov |
| Pugh Capital Management, Inc. | Seattle | 2 | $277.1 million | $12.82 billion | adviserinfo.sec.gov |
| GQG Private Capital Solutions LLC | Tacoma | 4 | $266.8 million | $266.8 million | adviserinfo.sec.gov |
| Fairview Partners Investment Management LLC | Seattle | 10 | $256 million | $256 million | adviserinfo.sec.gov |
| Evergreen Capital Management LLC | Bellevue | 8 | $234.8 million | $7.19 billion | adviserinfo.sec.gov |
| Russell Investments | Seattle | 38 | $231.4 million | $81.09 billion | adviserinfo.sec.gov |
| Archon Capital Management LLC | Seattle | 4 | $214.6 million | $214.6 million | adviserinfo.sec.gov |
| Global Partnerships | Seattle | 5 | $197.3 million | $197.3 million | adviserinfo.sec.gov |
| Rainier Investment Management LLC | Seattle | 2 | $196.4 million | $581.1 million | adviserinfo.sec.gov |
| Sloy Dahl & Holst Holdings, Inc | Vancouver | 1 | $186.6 million | $186.6 million | adviserinfo.sec.gov |
| Capria Ventures LLC | Seattle | 14 | $161 million | $161 million | adviserinfo.sec.gov |
| Taiyo Pacific Partners L.P. | Kirkland | 5 | $145.3 million | $395.3 million | adviserinfo.sec.gov |
| Fortis Capital Management LLC | Bellevue | 2 | $143.4 million | $1.16 billion | adviserinfo.sec.gov |
| Hot Creek Capital, L.L.C. | Kirkland | 1 | $135.7 million | $135.7 million | adviserinfo.sec.gov |
| Silver Creek Capital Management LLC | Seattle | 5 | $122.5 million | $122.5 million | adviserinfo.sec.gov |
| Saturna Capital Corporation | Bellingham | 3 | $100 million | $10.48 billion | adviserinfo.sec.gov |
| Tschetter Group | Bellevue | 1 | $81.5 million | $2.39 billion | adviserinfo.sec.gov |
| Tieton Capital Management | Yakima | 1 | $66.1 million | $314 million | adviserinfo.sec.gov |
| Brighton Jones LLC | Seattle | 5 | $63.3 million | $18.88 billion | adviserinfo.sec.gov |
| LNW | Seattle | 3 | $54.2 million | $12.18 billion | adviserinfo.sec.gov |
| P3 Asset Management | Gig Harbor | 1 | $40.3 million | $40.3 million | adviserinfo.sec.gov |
| Synergy Asset Management, LLC | Vancouver | 1 | $19.7 million | $1.30 billion | adviserinfo.sec.gov |
| Hohimer Wealth Management, LLC | Seattle | 2 | $19.1 million | $1.26 billion | adviserinfo.sec.gov |
| Empirical Wealth Management | Seattle | 1 | $16.4 million | $8.43 billion | adviserinfo.sec.gov |
| Columbia Advisory Partners, LLC | Spokane | 1 | $16 million | $312.6 million | adviserinfo.sec.gov |
| Bear Mountain Capital Inc. | Seattle | 1 | $13.5 million | $375 million | adviserinfo.sec.gov |
| Concreit Fund Management LLC | Seattle | 1 | $9 million | $9 million | adviserinfo.sec.gov |
| Acuitas Investments, LLC | Seattle | 2 | $4.8 million | $1.48 billion | adviserinfo.sec.gov |
| Opal Advisors | Bellevue | 1 | $2.7 million | $174 million | adviserinfo.sec.gov |
| Snider Financial Group | Bellevue | 1 | $2 million | $549.7 million | adviserinfo.sec.gov |
| Columbia River Advisors | Tacoma | 2 | $325,209 | $191.1 million | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.