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COLUMBIA RIVER ADVISORS, LLC, CRD 154571
TACOMA, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BENJAMIN JOHAN ADDINK | n/a | Tacoma, WA | 15 | 25 | 1 | no |
| DONALD ALLEN FOY | n/a | Burien, WA | 15 | 22 | 3 | no |
| ADAM QUENTIN ZIMMERMAN | Chartered Financial Consultant | Bellevue, WA | 10 | 25 | 5 | no |
| Cassidy Anne Stevick | n/a | Olympia, WA | 10 | 11 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BLUE WATER STRATEGIC CURRENCY FUND I, L.P. | Hedge Fund | $4.9M | Nov 14, 2014 | 34 | Mar 30, 2012 | dropped | 021-12688448 |
| BLUE WATER INVESTMENT FUND II, L.P. | Other Private Fund | $649,082 | Aug 30, 2024 | 1 | Jun 21, 2012 | reported | 021-12920728 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ADDINK, BENJAMIN, JOHAN | ACTING MANAGING MEMBER/HEAD OF INVESTMENT COMMITTEE | C | yes | 12/2023 | Dec 6, 2011 | Aug 30, 2024 |
| KEEFE, MATTHEW, PHILLIP | Member | C | yes | 12/2023 | Oct 27, 2017 | Aug 30, 2024 |
| SCALABRINE, BRIAN, DAVID | Member | C | yes | 01/2014 | Dec 6, 2011 | Aug 30, 2024 |
| MORRISON, JULIE, LYNN | OPERATIONS MANAGER/ CCO | Na | no | 06/2015 | Oct 27, 2017 | Aug 30, 2024 |
| Pruitte, David | Member | A | no | 11/2019 | Mar 30, 2020 | Aug 30, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BEN ADDINK | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Bellevue | Wa | United States | 1 | no |
| Burien | Wa | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 2, 2026 | $191M | $188M | 6 | 3 | 2 | 1 | n/a |
| 2024 | Mar 28, 2025 | $190M | $181M | 6 | 3 | 2 | 1 | n/a |
| 2023 | Mar 4, 2024 | $472M | $462M | 7 | 4 | 2 | 1 | $649,082 |
| 2022 | Mar 29, 2023 | $426M | $417M | 7 | 4 | 2 | 1 | $829,904 |
| 2021 | Jan 31, 2022 | $496M | $483M | 7 | 4 | 2 | 1 | $997,209 |
| 2020 | Mar 29, 2021 | $442M | $426M | 7 | 4 | 2 | 1 | $1.4M |
| 2019 | Mar 30, 2020 | $365M | $349M | 7 | 4 | 2 | 1 | $5.6M |
| 2018 | Mar 26, 2019 | $325M | $311M | 7 | 4 | 2 | 1 | $5.4M |
| 2017 | Mar 29, 2018 | $331M | $299M | 7 | 5 | 3 | 1 | $5.1M |
| 2016 | Mar 24, 2017 | $373M | $355M | 19 | 9 | n/a | 1 | $5.1M |
| 2015 | Jan 22, 2016 | $378M | $373M | 16 | 9 | n/a | 1 | $5.0M |
| 2014 | Mar 27, 2015 | $159M | $143M | 11 | 6 | n/a | 1 | $4.5M |
| 2013 | Mar 31, 2014 | $125M | $110M | 10 | 6 | n/a | 2 | $8.6M |
| 2012 | Apr 1, 2013 | $107M | $107M | 8 | 2 | n/a | 2 | $9.7M |
| 2011 | Mar 30, 2012 | $45.0M | $45.0M | n/a | n/a | n/a | 1 | $5.0M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $191M | $190M | 0.8% | $426M | -23.4% | 6 | 6 | 2 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT | 2 | Feb 16, 2017 | Dec 23, 2016 | TACOMA, WA | Team lift out | Other | 18.2% |