Riverstone Asset Management, LLC
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 161087
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.73%
- Corporations / Businesses14.77%
- Individuals5.5%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Riverstone Asset Management, LLC is a privately held limited liability company that acts as a capital allocator for individual and family clients. The firm charges advisory fees based on a percentage of assets under management and provides portfolio management for individuals and small businesses as well as selection of other advisers. Its regulatory and industry profile identifies accounting as a core business activity and an industry affiliation, and the firm does not position itself as an active ESG investor.
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 Funds58%
- Cash & Cash Equivalents20%
- US Government Bonds11%
- State & Local Bonds6%
- Exchange Traded Equities3%
Contacts
2 of 2Jennifer Ringstaff
ManagerCRD 6029231
Eric Johnson
Partner, Wealth AdvisorCRD 6069955
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 2100 Gardiner Ln
- Time zone
- CT (UTC-6)
- Office locations
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