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IWR Advisors
IWR ADVISORS is a state-registered investment adviser with approximately $50 million in regulatory assets under management. The firm has 2 employees and 2...
Overview
IWR ADVISORS is a state-registered investment adviser with approximately $50 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
Multi Family Office
Year founded
1994
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Principals
John Osterweis
Founder
Matt Berler
CEO
Sector focus
Frequently asked questions
How does IWR Advisors source its venture opportunities?
The firm sources deals through its deep network in the San Francisco and Silicon Valley technology ecosystem, built over three decades of serving founders, executives, and their families. Because IWR operates primarily on referrals and does not publicly market its services, deal flow comes from relationships rather than a formal origination team or platform.
Is IWR Advisors a registered investment advisor?
IWR Advisors operates as a registered investment advisor, subject to SEC oversight. It serves a concentrated client base of technology families and maintains a deliberately low-profile, referrals-only practice rather than pursuing an institutional growth strategy.
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