AUMdb
CR

Coleman River Capital Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 128421 · SEC file 801-62385 ·
☆ Save with Pro ADV data as of Apr 13, 2026
Regulatory AUM
$8.9M
Discretionary
$8.9M
Clients
18
Avg AUM / client
$492K
Accounts
30
Employees
1

AUM over time

$8.9M $33.5M
Nov 21, 2011 Apr 13, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 13, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 5 $495K 5.59%
High net worth individuals 12 $7.2M 81.3%
Pooled investment vehicles (non-investment companies) 1 $1.2M 13.1%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Jun 2012 · $629K combined gross assets

FundTypeDomicileGross assetsOwners
Southern Avenue Partners, L.P. Hedge Fund Delaware $629K 2

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Browne, Priscilla, Fullerton Manager Of Ahmwr Llc (General Partner Of Ahmwr, L.P.); Limited Partner Ahmwr, L.P. Aug 2003 (23y) ≈ 56.25% – 100% via Ahmwr, L.P.
James Wade Browne Manager/Chief Compliance Officer Oct 2003 (23y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Ahmwr, L.P. Member Aug 2003 A 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Browne, Priscilla, Fullerton: 75% – 100% of Ahmwr, L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $629K gross assets)

FundTypeGross assetsMin. investmentOwners
Southern Avenue Partners, L.P. Hedge Fund $629K $1.0M 2

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/13/2026 1.24 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 13, 2026.

View current Form ADV (SEC/IAPD) ↗