Riverwood Capital Advisors, LLC

Overview

Riverwood Capital Advisors, LLC is a small, fee-based registered investment adviser organized as a limited liability company that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm charges a percentage-of-AUM fee and concentrates its client work on managed accounts rather than institutional pension or consulting mandates. Riverwood signals a clear tilt toward publicly traded equities: exchange-traded instruments are the firm's primary implementation vehicle, and its filings identify equities as the preferred asset class. The adviser is not positioned as an ESG-focused manager and does not present itself as a multi-state or pension consultant adviser. Operationally the firm runs a compact advisory platform with full discretionary authority over client portfolios. Its use of Interactive Brokers as a primary custodian suggests an emphasis on direct market access, low-cost execution and the ability to trade a broad set of exchange-listed securities and ETFs, which aligns with the firm’s equities-first approach.

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