# Westriver Management, LLC

> Westriver Management, LLC is an SEC-registered investment advisory firm in Seattle, WA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 161921
- Filed as: WESTRIVER MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161921
- AdvisorCensus page: https://advisorcensus.com/firm/westriver-management-llc-seattle-wa-161921

## Quick answers

**How is Westriver Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Westriver Management, LLC reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Westriver Management, LLC located?**
Westriver Management, LLC's principal office is in Seattle, WA, according to its Form ADV.

**Is Westriver Management, LLC registered with the SEC or a state?**
Westriver Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161921.

**How much does Westriver Management, LLC manage?**
Westriver Management, LLC reports $444,377,118 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (21% discretionary).

**How have Westriver Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Westriver Management, LLC: Regulatory assets under management: $1,527,137,466 in the October 2021 data and $444,377,118 in the October 2026 data, down 71%. Total employees: 19 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Westriver Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27).

**Does Westriver Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161921

**What changed in Westriver Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $621,586,905 to $444,377,118 (-29%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $444,377,118
- Discretionary: $95,216,678
- Non-discretionary: $349,160,440

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 27 | $444,377,118 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 14 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wrg.vc
- LinkedIn @WESTRIVER-GROUP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,527,137,466 | 19 | March 31, 2021 |
| October 2022 | $1,246,640,268 | 15 | April 6, 2022 |
| October 2023 | $1,138,761,537 | 15 | March 31, 2023 |
| October 2024 | $995,541,210 | 15 | March 27, 2024 |
| October 2025 | $621,586,905 | 15 | March 27, 2025 |
| October 2026 | $444,377,118 | 14 | March 26, 2026 |

Regulatory assets under management: $1,527,137,466 in the October 2021 data and $444,377,118 in the October 2026 data, down 71%.
Total employees: 19 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $621,586,905 to $444,377,118 (-29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westriver Management, LLC (CRD 161921): Form ADV filing data as of October 2026.