|
⚲
|
| Columbia River Advisors LLC
✚
| |
|---|---|
| CRD # | 154571 |
| SEC # | 801-71970 |
| CIK # | |
| AUM | $471.9 MM (2024-08-30) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 253-589-1401 |
| Address | 1927 Dock Street Tacoma, WA 98402 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Blue Water Investment Fund II LP | 2012-06-21 | 0.6 | |
| HF | Blue Water Strategic Currency Fund I LP | 2012-03-30 | 5.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 324 | 162.2 |
| (b) Individuals (high net worth individuals) | 48 | 230.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 23 | 79.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,049 | 471.9 |
| By Discretionary | ||
| Discretionary | 1,030 | 461.6 |
| Non-Discretionary | 19 | 10.2 |
| Total | 1,049 | 471.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 471.9 | |
| Total | 1,049 | 471.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Denali Advisors LLC
✚
|
CA | 0.5 |
|
AB Custom Alternative Solutions LLC
✚
|
TN | 0.5 |
|
L2 Asset Management LLC
✚
|
MA | 0.5 |
|
Black Swift Group LLC
✚
|
CO | 0.5 |
|
Bayshore Capital Advisors LLC
✚
|
FL | 0.5 |
|
Eschler Asset Management LLP
✚
|
0.5 | |
|
Seldon Capital LP
✚
|
CA | 0.5 |
|
Lloyd Harbor Capital Management LLC
✚
|
NY | 0.5 |
|
Matrix Private Capital Group LLC
✚
|
NY | 0.4 |
|
Ackerman Capital Advisors LLC
✚
|
TX | 0.4 |