C
$16.6M Total AUM
$16.6M Disc. AUM
-- 3Y CAGR
3 Employees
32 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-14-2023
- Office Locations
- 3
Office Locations
30 OLD Kings Higway South #1064 Darien CT
-- Brooklyn NY
-- Weston CT
About Calm River Capital LLC
Calm River Capital LLC is a registered investment adviser (CT & NY) using proprietary, risk-focused strategies for long-term portfolio management. The firm serves retail and institutional clients and builds diversified allocations using public funds and ETFs, with stated exposure to fixed income and real estate themes. Led by portfolio manager David Winer (ex-Goldman Sachs; BU adjunct; Yale YUDI advisor).
Team overview
-- AVG AGE
$5.5M AVG AUM / ADVISOR
$520.3K AVG AUM / CLIENT
2.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DAVID M WINER
PORTFOLIO MANAGER
- CRD
- #5000497
- Ownership
- 50% but less than 75%
Available
Available
Available
ARI BARRETT BLINDER
Broker, Founder
- CRD
- #7751163
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,650,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,650,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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