The WESTRIVER MANAGEMENT, LLC is a privately held investment adviser that advises $794.38mn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. WESTRIVER MANAGEMENT, LLC is a Public/Private Fund Assets decreased by 47.98% over the last 5-years.
The Group has been registered with the SEC for 14.35 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 920 5TH AVE SUITE 3450, SEATTLE, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 9 investment and 5 non-investment staff. The total number of Employees decreased by 26.32% over the last 5-years.
Their $794.38mn in assets advised are owned by 31 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $444.38mn or 55.94% of Total Assets and Investment Companies (IC) own $350mn or 44.06% of Total Assets.
The Group's top investment strategies include Traditional LBO, Early Stage and FI/Credit - Lending, representing 52.5%, 34.46% and 13.04% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 0 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 31 private funds with $444.38mn in assets.
The Group discloses advisory fees, fixed fees and performance-based fees.
WESTRIVER MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.