|
⚲
|
| Keyboard |
| Laird Norton Wetherby Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 107341 |
| SEC # | 801-36445 |
| CIK # | 0001279627 |
| AUM | 12.18 B (2026-03-31) |
| Employees | 169 (57% Investors, 0% Brokers) |
| Phone | 206-464-5100 |
| Address | 801 Second Avenue, Suite 1600 Seattle, WA 98104 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.3 | ||
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Facebook Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | RHF III Holding Company LLC | [2021-03-31] | 20.8 M | |
| Offered $20,800,000 · Filed 2021-03-19 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $250,000 · Remaining $20,800,000 · Duration One year or less · Net Assets Not Applicable | ||||
| PE | LRHF II Holding Company LLC | [2018-03-30] | 15.0 M | |
| Offered $15,000,000 · Filed 2017-11-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining $15,000,000 · Duration One year or less · Net Assets Not Applicable | ||||
| PE | LNWM Renewable Power Fund LP B | [2017-03-30] | 18.4 M | 18.4 M |
| Filed 2017-04-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 0.2 |
| (b) Individuals (high net worth individuals) | 850 | 10.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.1 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 28 | 0.7 |
| (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 | 18 | 0.5 |
| (n) Other | 19 | 0.1 |
| Total | 6,041 | 12.2 |
| By Discretionary | ||
| Discretionary | 5,804 | 11.7 |
| Non-Discretionary | 237 | 0.5 |
| Total | 6,041 | 12.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 12.1 | |
| Total | 6,041 | 12.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Chris Hauswirth | Executive Officer | 2 | 1 | |
| Tad Trammell | Executive Officer | 1 | 1 | |
| Robert Hille | Executive Officer | 1 | 1 | |
| Kristi Mathisen | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001279627] | |
| 13F-NT | [0001279627] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.2B |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
E Fund Management Hong Kong Co Limited
✚
|
15.72 B | |
|
Evercore Wealth Management LLC
✚
|
NY | 15.52 B |
|
Soltis Investment Advisors LLC
✚
|
UT | 12.04 B |
|
Bridges Investment Management Inc
✚
|
NE | 11.31 B |
|
Altair Advisers LLC
✚
|
IL | 9,759.9 M |
|
H M Payson & Co
✚
|
ME | 9,089.0 M |
|
BIP Wealth LLC
✚
|
GA | 5,288.0 M |
|
LNW Wealth Management LLC
✚
|
WA | 4,526.3 M |
|
Trillium Asset Management LLC
✚
|
MA | 4,305.1 M |
|
Abacus Wealth Partners LLC
✚
|
CA | 3,579.2 M |