E
CRD: 329485
East River Capital Management LLC
Pittsfield, MA, 01201
6176188550
$2.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-25-2024
- Office Locations
- 1
Office Locations
82 Wendell Avenue Suite 100 Pittsfield MA
About East River Capital Management LLC
East River Capital Management LLC is a Pittsfield-based RIA. The firm has been operating for 1 years. Managing $2.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Beacon Delta alpha Value focus Prime beacon Quantum north
Client Personas
Summit
Investment Themes
Frontier frontier Unison Alpha optima
Investment Vehicles
North zenith Vertex frontier Eagle
Services
Focus zenith Quantum capital Catalyst Atlas alpha Foundation glacier Harbor meridian Delta Peak insight
Owner & Executives
H
Hao Jiang
Chief Compliance Officer, President
- CRD
- #7901997
- Ownership
- 75% or more
(627) 753-3212
vertex.horizon@unisoncapital.com
in linkedin.com/in/foundation-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,473,397 | -- |
| Total | $2,473,397 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,473,397
Equity - Exchange:
41.6% U.S. Government/Agency:
33.1% Cash:
25.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,102,043,711 | 41.6% |
| U.S. Government/Agency | $2,468,212,664 | 33.1% |
| Cash | $1,886,579,469 | 25.3% |
| Total | $7,456,835,844 | 100.0% |