New River Investments

Overview

New River Investments is a privately owned corporate adviser that operates with a hedge-fund orientation while serving both high-net-worth individuals/families and institutional clients. The firm provides portfolio management for individual and small-business clients as well as for pooled investment vehicles. Its fee arrangements include AUM-based fees, fixed fees and performance-based fees, consistent with a manager that runs at least one private pooled vehicle. New River identifies as a non-ESG investor and is not flagged as a multi-state or newly formed adviser. In its operational capacity the firm also takes sponsor/GP and manager roles for pooled vehicles and is identified with CPO/CTA activity, indicating it can act as general partner, commodity pool operator/commodity trading advisor, or similar on funds it manages.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices