Westriver Management, LLC

WestRiver Management, LLC is an investment advisory firm established in 2002, primarily owned by Erik J. Anderson. The firm specializes in providing discretionary and non-discretionary investment management services to affiliated private funds, charitable organizations, endowments, and unaffiliated investment managers. WestRiver's investment platforms focus on technology, life science, energy, and experiential sectors, offering a variety of asset classes and capital structures. The firm conducts due diligence, screens potential investments, and makes recommendations to the applicable investment committees. Clients have investment authority, and decisions are subject to specific investment objectives and restrictions outlined in governing documents. The firm charges fixed investment management fees based on a budget agreed upon by the investment committee or a percentage of capital invested. Additionally, WestRiver may receive carried interest distributions from each fund. The firm has a Code of Ethics in place to ensure compliance with federal securities laws and to address potential conflicts of interest. WestRiver does not provide portfolio management services to wrap fee programs and does not accept compensation for the sale of securities or investment products. The firm reviews client accounts monthly, distributes quarterly investment reports, and communicates periodically with clients. WestRiver is not a custodian of client assets and complies with custody requirements when applicable. The firm exercises investment discretion for certain funds and provides voting services for client securities when necessary. WestRiver has not filed for bankruptcy and maintains financial stability to meet contractual obligations. For more information, clients can contact WestRiver Management at (425) 576-9850 or via email at [email protected].