Minnewashta Rio, LLC

Overview

Minnewashta Rio, LLC operates as a small, fee-based advisory firm focused on financial planning and portfolio management for individuals and small businesses. The firm is organized as a limited liability company with an individual owner and uses a mix of percentage-of-AUM and fixed fees. Its regulatory filing flags it as unclassified and not a multi-state adviser, not a pension consultant, and not an active ESG investor. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client exposure. The firm also allocates to third‑party alternative managers in private equity, hedge funds and commodities, indicating a willingness to use external fund managers to access illiquid and liquid alternatives alongside public mutual funds. Portfolio management appears to be discretionary in practice, given the firm reports its total assets as entirely discretionary.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices