White River Capital Advisors, LLC

RIASEC Registered
Total AUM
$5M
Discretionary
$5M
100% of AUM
Avg account
$5M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
312013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

White River Capital Advisors, LLC operates as a small, manager-led adviser focused on pooled investment vehicles structured as a hedge fund. The firm provides portfolio management for a single pooled vehicle and serves an institutional client base. Its compensation includes both a percentage-of-assets fee and performance-based fees, which indicates an active, return-seeking mandate and manager alignment with investor outcomes. The firm is not marketed as an ESG investor and is organized as a limited liability company with individual ownership. In addition to advisory duties, White River Capital Advisors, LLC functions in sponsor and general partner roles for its pooled vehicle(s), acting as managing member and performing related administrative and sponsor responsibilities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Caleb Rawson

    Caleb Rawson

    Chief Investment OfficerCRD 7320846

Contacts

1 of 1
  • Stephen Rowe

    Stephen Rowe

    Accounting and Finance ManagerCRD 7320208

Wealth teams

FINTRX

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

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth