RIVER PARTNERS CAPITAL MANAGEMENT, LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 172496
- Registered since
- November 21, 2014
- Website
- www.rivercapitalpartners.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI68.53%
- Pooled Investment Vehicles24.73%
- Individuals4.3%
- Charitable Organizations2.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
River Partners Capital Management, LP is a limited partnership that operates as a hybrid investment manager: it runs pooled funds (hedge and private equity structures) while also managing discretionary separate accounts for individuals and institutions. Registered with the SEC in 2014, the firm positions itself as a capital allocator and adviser that both manages portfolios directly and selects third‑party managers when appropriate. Its client base spans high‑net‑worth individuals and families as well as institutional investors, and its fee arrangements include AUM fees, fixed fees and performance‑based fees—consistent with a manager that runs both traditional wealth relationships and incentive‑fee fund strategies. Investment activity tilts heavily toward public equities, but the firm also deploys capital into a broad array of alternatives and private strategies. River Partners engages in portfolio management for individual/small business clients and for pooled vehicles, and it explicitly acts as a selector of other advisers, reflecting a multi‑strategy approach across liquid and illiquid vehicles. The firm reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities83%
- Cash & Cash Equivalents8%
- US Government Bonds6%
- Public Funds/Mutual Funds3%
Owners & executives
2 of 2DAVID SOCHOL
CEO and Chief Investment OfficerCRD 1474984
JOHN LEVIN
Chairman and Chief Executive OfficerCRD 1209729
Contacts
1 of 1DAVID LABHART
CRD 8158219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 767 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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