Riverbridge

RIASEC RegisteredEst. 2000

Total AUM

$5B

Discretionary

$5B

100% of AUM

Avg account

$1.4M

Accounts

3,656

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 108074
Registered since: April 10, 2000
Website: riverbridge.com
Custodians: CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI64.41%
State / Municipal Government8.05%
Pooled Investment Vehicles6.62%
Corporations / Businesses5.91%
Pension & Profit Sharing Plans5.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Riverbridge is an SEC-registered limited liability company operating as an institutional registered investment adviser since 2000. The firm serves both individual & family and institutional clients, providing portfolio management across individual accounts, pooled vehicles and investment companies, together with financial planning, periodic publications and educational workshops. Its advisory fees combine a percentage-of-AUM structure with arrangements that include performance-based fees. Investment activity is equity-oriented and the firm identifies as an active ESG investor. Riverbridge does not describe itself as a capital allocator; instead it uses third-party managers for certain alternative strategies while running discretionary portfolios and SMAs for clients.