Riverview Capital Advisers LLC

RIASEC RegisteredEst. 2006
Total AUM
$624M
Discretionary
$584M
94% of AUM
Avg account
$1.1M
Accounts
590
Employees
8
Advisory reps
6

Firm details

Headquarters
Boston, Massachusetts
CRD number
140377
Registered since
May 3, 2006
Website
riverviewcapital.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI90.63%
  • Individuals9.37%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Riverview Capital Advisers LLC is an independent, privately owned registered investment adviser formed in 2006 and organized as a limited liability company. The firm serves primarily individual and family clients and operates as a capital allocator, selecting external managers on behalf of its clients. Its fee menu includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements and other fee structures. Core advisory capabilities listed by the firm include financial planning, portfolio management for individuals and small businesses (as well as for institutions and businesses), pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Public Funds/Mutual Funds 22%, Cash & Cash Equivalents 19%, US Government Bonds 1%58%
  • Exchange Traded Equities58%
  • Public Funds/Mutual Funds22%
  • Cash & Cash Equivalents19%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Joseph Gentili

    Joseph Gentili

    Chief Compliance OfficerCRD 4817575

Contacts

3 of 5
  • Kevin Bonacci

    Kevin Bonacci

    Wealth AdvisorCRD 6085257

  • Benjamin Seaman

    Benjamin Seaman

    Relationship ManagerCRD 7804978

  • Alan Arcadipane

    Alan Arcadipane

    Partner, Co-FounderCRD 2322082

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$112M in ETFs

Passive

52%

$58.6M

Active

31%

$53.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MID-CAP INDEX FUND (VO)VanguardPassiveMid Cap Blend$18.5M229,18616.42%
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Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
265 Franklin St
Time zone
ET (UTC-5)
Office locations

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