Data / Investment advisers / Washington / Westriver Management, LLC
Westriver Management, LLC, Seattle, WA: $444 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Westriver Management, LLC is an SEC registered investment adviser with its main office in Seattle, Washington and reports $444 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include pooled investment vehicles. It is paid through fixed fees and performance based fees. It advises 27 private funds.
The request: Watch Westriver Management, LLC (CRD number 161921): each new Form ADV amendment, with AUM, clients and private funds. $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.
- Registration
- SEC registered investment adviser
- CRD number
- 161921
- SEC file number
- 801-74380
- SEC status
- Approved, effective March 30, 2012
- Main office
- 920 5th Ave Suite 3450, Seattle, WA 98104
- Phone
- (425) 952-3950
- Regulatory AUM
- $444,377,118 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $95,216,678
- Non discretionary AUM
- $349,160,440
- Accounts
- 27
- Employees
- 14, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees, performance based fees
- Private funds
- 27: 14 venture capital funds, 8 private equity funds, 5 other private funds
- Gross assets of private funds
- $444,377,117
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 27 | $444.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $444.4 million | March 26, 2026 |
| December 1, 2025 | $621.6 million | March 27, 2025 |
Other advisers in Seattle
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pike Street Capital | Seattle | $727.4 million | 7 | adviserinfo.sec.gov |
| Kutscher Benner Barsness & Stevens, Inc. | Seattle | $627.8 million | Not listed | adviserinfo.sec.gov |
| Rainier Investment Management LLC | Seattle | $581.1 million | Not listed | adviserinfo.sec.gov |
| Oliver Capital Management | Seattle | $505.5 million | Not listed | adviserinfo.sec.gov |
| First Washington Corporation | Seattle | $501.2 million | Not listed | adviserinfo.sec.gov |
| Lakeside Advisors Inc | Seattle | $412.2 million | Not listed | adviserinfo.sec.gov |
| Helm Capital Management | Seattle | $400.8 million | Not listed | adviserinfo.sec.gov |
| Rainier Capital Partners LP | Seattle | $379.5 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Seattle, WA
- Investment advisers in Washington
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Westriver Management, LLC on the SEC's adviser search
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.