Saddle River Capital Management, LLC
RIAState Registered
Total AUM
$17.4M
Discretionary
$17.4M
100% of AUM
Avg account
$212K
Accounts
82
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 128909
- Website
- www.saddlerivercapital.net
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Saddle River Capital Management, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. While it does not engage in capital allocation or serve as a pension consultant, it does operate as an insurance broker. The firm has gained recognition in the industry, being named one of the top RIA firms by FA Magazine in 2020.
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
- Exchange Traded Equities75%
- Non-Exchange Traded Equities15%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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