WESTRIVER MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$444M
Discretionary
$95.2M
21% of AUM
Avg account
$16.5M
Accounts
27
Employees
14
Advisory reps
1

Firm details

Headquarters
SEATTLE, Washington
CRD number
161921
Registered since
March 30, 2012
Website
www.wrg.vc
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Westriver Management, LLC is a manager focused on pooled investment vehicles with a clear tilt toward private-market strategies. The firm acts as sponsor, general partner and managing member for pooled funds and allocates capital primarily into venture capital and private equity vehicles, alongside private placements. Its client base is institutional, and its fee model combines fixed fees with performance-based fees, aligning some compensation with fund outcomes. Westriver is SEC-registered (since 2012) and operates as an owner-managed limited liability company that classifies itself as a multifaceted fund manager rather than a traditional capital allocator or pension consultant. Westriver’s investment activity centers on running and managing closed-end and pooled funds rather than providing broad retail advisory services. The firm does not identify as an active ESG investor, and it reports focused advisory responsibilities—portfolio management for pooled investment vehicles—rather than discretionary retail portfolio management. Given its roles as sponsor and GP, the firm is likely involved in deal sourcing, diligence and post-close portfolio oversight for its private-market holdings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ERIK ANDERSON

    Founder & CEOCRD 1697303

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
920 5th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth