Long River Investment Management LLC

RIAState Registered
Total AUM
$81.8M
Discretionary
$81.8M
100% of AUM
Avg account
$940K
Accounts
87
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
298530
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

FINTRX

Overview

Long River Investment Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides discretionary portfolio management to both high-net-worth individuals and families as well as institutional and business clients. Its fee model is percentage-of-assets-under-management, and its advisory focus is portfolio management for individuals/small businesses and for businesses or institutions. The firm does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 61%, Cash & Cash Equivalents 23%, Public Funds/Mutual Funds 7%, Non-Exchange Traded Equities 5%, Other 4%61%
  • Exchange Traded Equities61%
  • Cash & Cash Equivalents23%
  • Public Funds/Mutual Funds7%
  • Non-Exchange Traded Equities5%
  • Other4%

Contacts

1 of 1
  • Ethan Oetter

    Ethan Oetter

    PresidentCRD 7002759

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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