East River Capital Management LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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