RIVERGLADES FAMILY OFFICES, LLC
Firm details
- Headquarters
- NAPLES, Florida
- CRD number
- 171584
- Registered since
- June 24, 2014
- Website
- rivergladesfo.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI71.27%
- Charitable Organizations15.78%
- Corporations / Businesses9.4%
- Individuals3.56%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Riverglades Family Offices, LLC is an independent, SEC-registered RIA organized as an LLC that positions itself as a capital allocator for wealthy individuals, families and some institutional clients. The firm provides discretionary and non-discretionary portfolio management for individuals and small businesses and also selects and allocates to third‑party managers. Riverglades identifies primarily with public funds and mutual funds as portfolio building blocks, and it does not characterize itself as an ESG investor. The firm has operated as an SEC-registered adviser since 2014.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds83%
- Exchange Traded Equities15%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1BERTRAM MARTIN
Chief Executive OfficerCRD 5621276
Contacts
1 of 1PAUL MARINELLI
PresidentCRD 4670011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$201M in ETFs
100%
$201M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $33.4M | 51,172 | 16.60% |
Location
NAPLES, FL
COLLIER
Location
NAPLES, FL
Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- COLLIER
- Address
- 2640 Golden Gate Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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