River Road Asset Management, LLC

Overview

River Road Asset Management, LLC is an SEC‑registered institutional registered investment adviser organized as an LLC and operating since 2005. The firm serves both individual/family and institutional clients and provides portfolio management across individual accounts, pooled vehicles and investment companies. Its fee model combines percentage‑of‑AUM billing with the ability to charge performance‑based fees. River Road identifies as an active ESG investor and is involved in multiple industry roles beyond pure advisory work — it has affiliations as a broker‑dealer counterpart, other investment adviser, CPO/CTA, and acts as sponsor/GP or managing member of pooled investment vehicles. River Road’s stated portfolio focus is equity‑oriented, with the firm favoring exchange‑traded equities as a primary implementation vehicle while also managing strategies for pooled vehicles and institutions. The firm’s structure and fee arrangements suggest it runs both traditional SMA-type mandates and performance‑sensitive strategies that can include third‑party or internally sponsored pooled products.

Assets & Accounts

Public Holdings

Investments & Alternatives