Riverstone Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 130346
- Registered since
- February 12, 2004
- Website
- riverstoneadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.84%
- Individuals5.88%
- Corporations / Businesses3.23%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Riverstone Advisors, LLC is an independent, SEC‑registered RIA that positions itself as a capital allocator for individual and family clients. The firm offers financial planning and portfolio management for individuals, small businesses, and institutional/business clients, and it also performs selection-of-other-advisers work. Its fee model includes both a percentage-of-AUM fee and fixed fees. Riverstone is not an active ESG investor according to filings. The firm operates as a limited liability company and is owned by an individual. It reports being a capital allocator, which aligns with its mix of direct public-market holdings and allocations to third‑party alternative managers.
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
- Public Funds/Mutual Funds70%
- Exchange Traded Equities24%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
3 of 3
Leslie Lammers
President & PrincipalCRD 2287680
Matthew Williams
Director of Financial PlanningCRD 7784683
John Hanson
PrincipalCRD 5962984
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$69.4M in ETFs
96%
$66.8M
3%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $51.1M | 78,221 | 73.63% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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