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
4

Firm details

Headquarters
New York, New York
CRD number
160523
Registered since
March 30, 2012
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 operates as a private equity firm organized as a limited liability company and registered with the SEC in 2012. It serves primarily institutional clients and functions as sponsor, general partner and managing member of pooled investment vehicles, providing portfolio management for those vehicles as well as for businesses and institutions. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees, aligning the firm’s economics with fund-level outcomes. Investment activity is concentrated in private markets: Riverside runs and advises a large slate of private funds and allocates capital across a set of alternative strategies. The firm identifies, structures and manages pooled private investment vehicles and is an active ESG investor, incorporating environmental, social and governance considerations into diligence, portfolio monitoring and reporting. It is not positioned as a capital allocator to third-party liquid products or as a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • JENNIFER BOYCE

    General Counsel & Chief Compliance OfficerCRD 6171365

  • BELA SZIGETHY

    Co-CEOCRD 6021396

  • STEWART KOHL

    Co-CEOCRD 6021393

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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
45 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth