Little River Capital Partners, LP

RIASEC RegisteredEst. 2024
Total AUM
$160M
Discretionary
$160M
100% of AUM
Avg account
$26.7M
Accounts
6
Employees
8
Advisory reps
4

Firm details

Headquarters
,
CRD number
331057
Registered since
June 7, 2024
Custodians
TD AMERITRADE, INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers97.23%
  • Pooled Investment Vehicles2.63%
  • HNWI0.12%
  • Corporations / Businesses0.03%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Little River Capital Partners, LP is a limited partnership that operates as a hedge fund manager and targets institutional investors. The firm is structured to charge both a percentage of assets under management and performance-based fees. Its SEC registration was completed in 2024. Little River provides portfolio management across multiple client types, including individuals and small businesses, pooled investment vehicles, and institutional or corporate clients. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Little River’s organizational roles extend beyond asset management: the firm is affiliated with broker-dealer and sponsor activities and serves as a general partner and managing member of pooled investment vehicles. Ownership is listed as a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Investment profile

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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: Investment Grade Corp Bonds 38%, US Government Bonds 35%, Cash & Cash Equivalents 23%, Exchange Traded Equities 2%, Non-Exchange Traded Equities 2%38%
  • Investment Grade Corp Bonds38%
  • US Government Bonds35%
  • Cash & Cash Equivalents23%
  • Exchange Traded Equities2%
  • Non-Exchange Traded Equities2%

Contacts

3 of 4
  • John Tuohy

    John Tuohy

    Managing Partner and Co-FounderCRD 4454485

  • Lance Smith

    Co-FounderCRD 5606675

  • Kyle Bishop

    Kyle Bishop

    Director of Business DevelopmentCRD 8105832

Unlock 1 more contacts

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth