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| Happy Holidays!! thanks for using AUM13F!! |
| Columbia River Advisors LLC
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| CRD # | 154571 |
| SEC # | 801-71970 |
| CIK # | |
| AUM | $189.6 M (2025-03-28) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 253-589-1401 |
| Address | 1927 Dock Street Tacoma, WA 98402 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Blue Water Investment Fund II LP | 2012-06-21 | 0.4 | |
| HF | Blue Water Strategic Currency Fund I LP | 2012-03-30 | 5.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 87.7 |
| (b) Individuals (high net worth individuals) | 30 | 97.9 |
| (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 | 8 | 4.0 |
| (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 | 693 | 189.6 |
| By Discretionary | ||
| Discretionary | 674 | 181.5 |
| Non-Discretionary | 19 | 8.1 |
| Total | 693 | 189.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.6 | |
| Total | 693 | 189.6 |
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|---|---|---|
|
Schultz Financial Group Incorporated
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NV | 0.2 |
|
Alethea Capital Management LLC
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0.2 | |
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WI | 0.2 |
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Colbert Investment Management Co
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FL | 0.2 |
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Fort Street Asset Management LLC
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HI | 0.2 |
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Cloud Capital Management LLC
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WA | 0.2 |
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Meixler Investment Management Ltd
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AZ | 0.2 |
|
Rockbridge Capital Management LLC
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|
VA | 0.2 |
|
Demeter Tactical Investments Corp
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WY | 0.2 |
|
AIS Capital Management LP
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CT | 0.2 |