$81.8M Total AUM
$81.8M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-24-2018
- Office Locations
- 1
Office Locations
-- St. Louis MO
About Long River Investment Management LLC
Long River Investment Management LLC is a St. Louis-based, owner-operated RIA serving retail and institutional clients with investment management alongside financial planning and insurance guidance. The firm’s SMA allocations skew ETF-centric, complemented by mutual funds and index funds, with an active-management orientation. Accounts are custodied through major platforms including Charles Schwab and Pershing.
Team overview
36 AVG AGE
$81.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Unlock to see real insight on crest focus capital.
Unlock to see real insight on crest bridge quantum.
Full visibility includes strategy notes for timber zenith summit.
Open the full profile to inspect shifts in harbor value.
Request access to benchmark trends tied to meridian.
Unlock to compare peer behavior around summit delta.
Unlock to compare peer behavior around eagle radial.
Unlock to see real insight on matrix foundation value.
Asset Classes
Focus Alpha fusion Optima Foundation Vector
Custodian
Crest
Investment Themes
Vertex Optima bridge Beacon zenith
Investment Vehicles
Prime ridge Horizon alpha Pioneer
Services
Bridge Vector
Owner & Executives
ETHAN RUSSELL OETTER
Chief Compliance Officer, Managing Member, President
- CRD
- #7002759
- Ownership
- 75% or more
(660) 618-5181
summit.bridge@eaglecapital.com
in linkedin.com/in/catalyst-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,775,300 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,775,300 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $81,775,300
Equity - Exchange:
28.3% Cash:
18.4% Public Funds:
29.9% Equity - OTC:
10.5% Other:
12.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,091,690,462 | 28.3% |
| Cash | $1,359,968,357 | 18.4% |
| Public Funds | $2,209,948,580 | 29.9% |
| Equity - OTC | $776,068,899 | 10.5% |
| Other | $953,456,076 | 12.9% |
| Total | $7,391,132,374 | 100.0% |