Riverwest Investment Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
$254M
Discretionary
$0
0% of AUM
Avg account
$15.9M
Accounts
16
Employees
3
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
339697
Registered since
January 20, 2026
Custodians
GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Riverwest Investment Management, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm positions itself as a capital allocator serving institutional clients, focused on portfolio management for businesses and institutions and on selecting third‑party managers. Its fee arrangements combine a percentage-of-AUM model with performance-based fees. Riverwest is not identified as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting or operate as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 39%, Exchange Traded Equities 17%, Non-Investment Grade Corp Bonds 15%, Derivatives 13%, Investment Grade Corp Bonds 11%, Cash & Cash Equivalents 3%, US Government Bonds 2%39%
  • Private Funds39%
  • Exchange Traded Equities17%
  • Non-Investment Grade Corp Bonds15%
  • Derivatives13%
  • Investment Grade Corp Bonds11%

Contacts

2 of 2
  • Joseph Lamastra

    Joseph Lamastra

    Founding PartnerCRD 6115700

  • Andrew Mancini

    PartnerCRD 5933655

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
725 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth