Riverbend Energy Group

RIASEC RegisteredEst. 2018
Total AUM
$561M
Discretionary
$561M
100% of AUM
Avg account
$62.4M
Accounts
9
Employees
43
Advisory reps
3

Firm details

Headquarters
Houston, Texas
CRD number
285639
Registered since
July 27, 2018
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Riverbend Energy Group is an energy-focused private equity manager that runs pooled investment vehicles for institutional investors. The firm acts as an adviser, sponsor and general partner on its funds, concentrating capital into energy-sector opportunities and related commodity exposures. Its stated advisory activity centers on portfolio management for pooled vehicles rather than separate-account wealth management, and it employs a fee mix that includes percentage-of-AUM fees, fixed fees and performance-based fees. Riverbend is organized as an LLC owned by an individual and has been SEC-registered since 2018. The firm does not position itself as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Scott Rice

    Scott Rice

    COO & Managing PartnerCRD 6723635

  • Matthew Cochrane

    Chief Compliance OfficerCRD 6924686

Contacts

1 of 1
  • Randolph Newcomer

    Manager/MemberCRD 6723628

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
1200 Smith St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth