D/B/A RIVERSIDE CAPITAL MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
8
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WHITE PLAINS, New York
CRD number
163078
Registered since
March 20, 2012

Firm profile

FINTRX

Overview

D/B/A Riverside Capital Management is a corporation that registered with the SEC in 2012 and is owned by an individual. FINTRX classifies the firm as unclassified and does not list it as a capital allocator, multi-state adviser, or an active ESG investor. The dataset provides no detail on client segments, fee schedule, or specific advisory services, but the firm's public profile centers on its role advising private investment vehicles rather than a broad retail advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • THERESE LIAO

    CEOCRD 3103619

Contacts

3 of 7
  • David Herbstman

    Vice PresidentCRD 7518835

  • Abbie Strassler

    OwnerCRD 7518804

  • Alan Strassler

    Co-PresidentCRD 7518810

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WHITE PLAINS, NY

WESTCHESTER

Location

WHITE PLAINS, NY

Headquartered in WHITE PLAINS, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
34 S Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth