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WESTRIVER MANAGEMENT, LLC
CRD 161921File 801-74380
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$444.4M
Below cohort median (national)
Discretionary AUM
$95.2M
Non-discretionary $349.2M
Clients
27
27 accounts
Employees
14
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 30, 2012
- Principal office
- 920 5TH AVE, SUITE 3450, SEATTLE, WA, 98104
- Phone
- 4259523950
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $444.4M
- Discretionary AUM
- $95.2M
- Non-discretionary AUM
- $349.2M
- Discretionary accounts
- 3
- Non-discretionary accounts
- 24
- Total accounts
- 27
- AUM per client
- $16.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 27 | $444.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.