# IWR Advisors

IWR Advisors is a Multi Family Office based in San Francisco, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** iwradvisors.com
- **LinkedIn:** https://www.linkedin.com/company/iwr-advisors

## Regulatory record

- **CRD number:** 327321
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327321

## About

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.

## Sectors

- Enterprise Software
- FinTech
- Digital Health
- Consumer

## People

- John Osterweis — Founder
- Matt Berler — CEO

## 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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Last updated: 2026-07-06T01:24:18.913Z

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