East River Capital Management LLC

RIAState Registered
Total AUM
$4M
Discretionary
$4M
100% of AUM
Avg account
$1.3M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
Pittsfield, Massachusetts
CRD number
329485
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI97.94%
  • Individuals2.06%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

East River Capital Management LLC is an independent, individually owned advisory firm registered in Massachusetts that focuses on wealth management for individuals and families. The firm provides a mix of financial planning and portfolio management services for both individual/small-business clients and larger business or institutional accounts. It also offers pension consulting, selects sub-advisers when appropriate, and runs educational seminars and workshops. The firm operates with flexible fee arrangements — percentage-of-assets, hourly, fixed fees and performance-based fees are all used depending on client needs. East River identifies itself as a capital allocator and uses third-party managers for alternative strategies. It is not an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Pittsfield, MA

Berkshire

Location

Pittsfield, MA

Headquartered in Pittsfield, MA, in the Northeast of the United States.

Region
Northeast
County
Berkshire
Address
82 Wendell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth