Riverbridge
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
FINTRXOverview
Riverbridge is an independent SEC-registered registered investment adviser organized as an LLC and in operation since 2000. The firm serves both individuals and families as well as institutional clients, offering fee arrangements that include asset-based fees and performance-linked fees. Services extend beyond portfolio management to financial planning, management of pooled vehicles and investment companies, and client education through published materials and seminars. Riverbridge reports an active ESG investing stance, suggesting environmental, social or governance factors are considered in the investment process. The firm identifies as a non-capital allocator and is not structured as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities94%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
- Public Funds/Mutual Funds1%
- Other1%
Owners & executives
3 of 5
Andrea Stark
Chief Compliance OfficerCRD 7847715
Emily Soltvedt
Chief ManagerCRD 5163474
Mark Thompson
Chief ManagerCRD 1074640
Contacts
3 of 13
Jenna Shermoen
Relationship ManagerCRD 6485599
Christopher McGrann
Relationship ManagementCRD 2634545
Andrew Harbeck
Relationship ManagerCRD 6865111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$28.4M in ETFs
91%
$25.8M
2%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $6.4M | 8,512 | 22.41% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 80 S 8th St
- Time zone
- CT (UTC-6)
- Office locations
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