River Partners Capital Management, LP

RIASEC RegisteredEst. 2014
Total AUM
$1.3B
Discretionary
$1.3B
98% of AUM
Avg account
$4.3M
Accounts
310
Employees
13
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
172496
Registered since
November 21, 2014
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

FINTRX

Overview

River Partners Capital Management, LP is a limited partnership and SEC-registered adviser formed in 2014 that operates both as a manager of pooled vehicles and as a portfolio manager for individual and small-business clients. The firm functions as a capital allocator and as an adviser that selects other managers; it also sponsors and serves as a general partner or managing member for pooled investment vehicles. Its client base spans high-net-worth individuals and families as well as institutional investors. River Partners charges a mix of asset-based, fixed, and performance-linked fees and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, Cash & Cash Equivalents 8%, US Government Bonds 6%, Public Funds/Mutual Funds 3%83%
  • Exchange Traded Equities83%
  • Cash & Cash Equivalents8%
  • US Government Bonds6%
  • Public Funds/Mutual Funds3%

Owners & executives

2 of 2
  • David Sochol

    CEO and Chief Investment OfficerCRD 1474984

  • John Levin

    Chairman and Chief Executive OfficerCRD 1209729

Contacts

1 of 1
  • David Labhart

    CRD 8158219

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth