White River Investment Partners LLC

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Assets, Funds, Holdings

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White River Investment Partners LLC
CRD #138145
SEC #801-72453
CIK #0001425362
AUM
Employees 1 (0% Investors, 0% Brokers)
Phone415-440-1659
AddressOne Maritime Plaza, Suite 2250
San Francisco, CA 94111
Source [IAPD] [EDGAR]
Total AUM ($M)
190152114763802005201120182025
Sector Form 13F Holdings Value ($B)
Liberty Global PLC 0.0
Brookfield Asset Management Ltd 0.0
United Parcel Service Inc 0.0
Posco 0.0
 
 
 
 
 
 
 
Holdings by Sector ($B)
151296302013201320142015
Type Form D Funds Date Sold AUM
HF PVF-AB LP 2013-04-01 34.2 M
HF White River Offshore Fund Ltd [2012-03-19] 70.3 M 38.8 M
Filed 2017-03-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Commission $200,362 · Net Assets Decline to Disclose
HF White River Partners LP 2012-03-19 100.6 M
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(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 1 100.6
By Discretionary
Discretionary 1 100.6
Non-Discretionary 0 0.0
Total 1 100.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 100.6
Total 1 100.6
Form D Directors Role # Filings # Firms 2011 - 2026
James Keyes Director 153 31
Sean Warren Executive Officer 19 3
Allen Benello Executive Officer 2 2
White River Investment Partners LLC Executive Officer 2 2
Gregory Tolaram Executive Officer 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001425362]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional
Fund TypesHedge Fund
LEI549300PQW7OY7M6CJV84
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