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La Plata River Partners, LLC (Liberty Lake)


La Plata River Partners, LLC is an adviser based in Liberty Lake. It manages $52.7 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Washington.

La Plata River Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

La Plata River Partners: assets under management

The assets under management (AUM) of La Plata River Partners, LLC is $52.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52.7 million each.
La Plata River Partners has custody of $52.7 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay La Plata River Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Liberty Lake

The principal office where La Plata River Partners, LLC performs its advisory services is located at 2310 N Molter Road #309, Liberty Lake, WA 92270 1981, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 509-987-5250 or by fax 216-803-6329. The normal business hours are 6:00 am - 1:30 pm on Monday - Friday.


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