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West River Management, LLC (Kirkland)


West River Management, LLC is a large advisory firm based in Kirkland. It manages $237 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Washington.




West River Management provides portfolio management for pooled investment vehicles and non-discretionary investment recommendations to investment committee of charitable endowments and investment managers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

West River Management: assets under management

The assets under management (AUM) of West River Management, LLC is $237 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $4 million in discretionary accounts and $233 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $58.25 million.
West River Management has custody of $237 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay West River Management, LLC for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kirkland

The principal office where West River Management, LLC performs its advisory services is located at 3720 Carillon Point, Kirkland, WA 98033, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 4255769850 or by fax 4255769868. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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