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 registered investment adviser organized as an LLC and first registered with the SEC in 2004. It serves predominantly individual and family clients, operating as a capital allocator that combines fee models based on a percentage of assets under management and fixed fees. The firm's advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutional or business clients, and manager selection services where it can appoint third-party advisers or fund managers. Riverstone does not identify as an active ESG investor in its profile.
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 23Active vs passive
$82.9M in ETFs
96%
$79.4M
4%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $59.6M | 79,539 | 71.84% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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