COLUMBIA RIVER ADVISORS, LLC

COLUMBIA RIVER ADVISORS, LLC of TACOMA, WA is an SEC-registered investment adviser (CRD 154571). Regulatory assets under management: $191.1M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.

Officers, owners & control persons (18)

NameRoleLocation
Benjamin Johan AddinkMANAGING MEMBER/HEAD OF INVESTMENT COMMITTEE—
Julie Lynn MorrisonOPERATIONS MANAGER/ CCO—
Adam Quentin ZimmermanCHIEF INVESTMENT OFFICER—
Jada AddinkMEMBER—
MORRISON DEBRA LYNNINTERIM CCO; OPERATIONS MANAGER; OPERATIONS MANAGER/ CCO—
ADDINK BENJAMIN JMEMBER—
SCALABRINE BRIANMEMBER—
FOY DON ACHIEF COMPLIANCE OFFICER; MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER—
STREDWICK MATTHEW WILLIAMMEMBER—
FOY DONALD ALLENMEMBER; MEMBER, CHIEF COMPLIANCE OFFICER—
ADDINK BENJAMIN JOHANACTING MANAGING MEMBER/HEAD OF INVESTMENT COMMITTEE; CO-MANAGING MEMBER; CO-MANAGING MEMBER & CCO (+3 more)—
SCALABRINE BRIAN DAVIDMEMBER—
HSU BILL CHIENPINGMEMBER—
MAFTEIU PETER MICHAELCCO; CHIEF COMPLIANCE OFFICER; DEPUTY COMPLIANCE OFFICER—
BARRON DAVID MCHIEF COMPLIANCE OFFICER—
ANGELO NATHANIEL JAMESMANAGING MEMBER—
KEEFE MATTHEW PHILLIPCO-MANAGING MEMBER; MANAGING MEMBER; MEMBER—
Pruitte DavidMEMBER—

Disclosures (3)

InitiatedTypeAllegationsStatusAmount
2015-07-15regulatoryFAILURE TO DISCLOSE CONFLICTS OF INTERESTS TO FUND INVESTORS (FUND 1 INVESTING INTO FUND 2). INVESTORS IN FUND 1 WERE NOT TOLD UNTIL MUCH LATER OF THE INVESTMENT, WHICH APPEARED TO INCREASE CRA'S COMPENSATION / POTENTIAL PROFITS. HIRED A CPA FIRM (AUDITOR) FOR THE FUNDS THAT WAS NOT QUALIFIED UNDER…Final$135K

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
BLUE WATER INVESTMENT FUND II, L.P.Other Private FundWashington1$73K$25K

Branch offices (2)

CityStateEmployeesPhone
BELLEVUEWA1425-401-7220
BURIENWA1206-409-0435

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