The Riverside Company

RIASEC RegisteredEst. 2012

Total AUM

$13.5B

Discretionary

$13.5B

100% of AUM

Avg account

$108M

Accounts

125

Employees

248

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 160523
Registered since: March 30, 2012
Website: www.riversidepartners.com
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles99.89%
Insurance Companies0.11%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The Riverside Company is organized as an LLC and operates primarily as a private equity manager for institutional investors. It serves as sponsor, general partner and managing member of pooled investment vehicles and provides portfolio management for those pooled vehicles as well as for businesses or institutions. The firm charges both asset-based and performance-based fees and reports being an active ESG investor. It has been SEC-registered since 2012 and focuses on managing private funds rather than functioning as an external capital allocator.