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WESTRIVER MANAGEMENT, LLC
CRD 161921File 801-74380
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.WRG.VC
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 14 | decreased by1 |
| Apr 1, 2026 | Clients | 32 | 27 | decreased by5 |
| Apr 1, 2026 | AUM | $621,586,905 | $444,377,118 | decreased by$177,209,787 |
| Apr 1, 2026 | Accounts | 32 | 27 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 46 | 32 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,246,640,268 | $621,586,905 | decreased by$625,053,363 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 46 | 32 | decreased by14 |
| Apr 1, 2022 | Employees | 19 | 15 | decreased by4 |
| Apr 1, 2022 | Clients | 43 | 46 | increased by3 |
| Apr 1, 2022 | AUM | $1,527,137,466 | $1,246,640,268 | decreased by$280,497,198 |
| Apr 1, 2022 | Accounts | 43 | 46 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WESTRIVER MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WESTRIVER MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
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.