Long River Investment Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 298530
- Website
- www.longriverllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.01%
- Individuals2.63%
- Corporations / Businesses0.36%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Long River Investment Management LLC is an independent, privately owned registered investment adviser organized as an LLC that manages portfolios for both high‑net‑worth individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and provides portfolio management services for individuals, small businesses and larger business or institutional clients. Its filings indicate it does not act as a capital allocator, is not an active ESG investor, and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities61%
- Cash & Cash Equivalents23%
- Public Funds/Mutual Funds7%
- Non-Exchange Traded Equities5%
- Other4%
Contacts
1 of 1
Ethan Oetter
PresidentCRD 7002759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Dasta Investments LLC
RIANew York, NY
L&L Partners Wealth Management, LLC
RIASuffern, NY
Frontier Advisors, LLC
RIAEverwealth
RIATulsa, OK
Baird Principal Group Management Company II, LLC
RIAMilwaukee, WI
Sylamore Investments LLC
RIAMountain View, AR