River1 Asset Management LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 329230
- Registered since
- January 2, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
River1 Asset Management LLC is an institutional registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2024 and identifies its client base as institutional, focusing its advisory activity on portfolio management for investment companies. It charges fees as a percentage of assets under management rather than performance-based or flat-fee arrangements. Organizationally, ownership is split between a domestic entity and an individual. River1 does not position itself as a capital allocator or pension consultant, does not operate as a multi-state adviser, and does not list active ESG investing among its stated practices. It is not reported as a related adviser to another firm.
Assets & Accounts
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
Owners & executives
3 of 4
Robert Haugen
Chief Investment OfficerCRD 2867652
Susan Kaiser
Chief Financial OfficerCRD 7836346
Tony Tagliapietra
Chief Executive OfficerCRD 3250764
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 210 W Becher St
- Time zone
- CT (UTC-6)
- Office locations
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