$403.5M Total AUM
$403.5M Disc. AUM
-- 3Y CAGR
6 Employees
101 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Pershing · State Street
- Clients
- Retail and Institutional
- Platforms
- SignalPrime
- Established Date
- 04-03-1999
- Office Locations
- 3
Office Locations
84 State Street Suite 810 Boston MA
-- Saint Petersburg FL
-- ST Petersburg FL
About MAD River Investors
Mad River Investors is a Boston-based registered investment adviser serving retail and institutional relationships, with a focus on business owners, entrepreneurs, and accredited investors. The firm provides asset management and portfolio construction, primarily implementing SMA portfolios with heavy use of ETFs alongside select private funds. Custody relationships include Fidelity/NFS and Pershing.
Team overview
54 AVG AGE
$201.8M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
0.5 yrs AVG TENURE
6 Employees
2 Advisory Reps
4 RIA Reps
27yrs Firm Age
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Accredited Investors
Focus
Asset Classes
Summit Focus harbor Horizon Beacon horizon Quantum Focus catalyst
Client Personas
Value vertex Meridian fusion
Custodian
Insight atlas Focus Catalyst Pioneer delta Eagle matrix Alpha timber North Optima pioneer Horizon Timber Frontier Vertex zenith Vertex ember
Investment Themes
Vital
Platform
Meridian foundation
Services
Signal prime Value bridge
Technology
Meridian Vertex pioneer
Owner & Executives
R
RICHARD WILLIAM SILVER
Managing Member
- CRD
- #1216012
- Ownership
- 75% or more
(727) 987-1888
insight.delta@meridiancapital.com
in linkedin.com/in/meridian-unison
STEPHEN CHARLES CARLUCCIO
Chief Compliance Officer, General Counsel
- CRD
- #4754644
- Ownership
- Less than 5%
(467) 704-2165
timber.optima@bridgecapital.com
in linkedin.com/in/ridge-vertex
Showing 2 of 2 owners & executives
Unlock allContacts
M
Michael Thomas Gagne
--
- CRD
- #8020557
(617) 443-1463
catalyst.optima@optimacapital.com
in linkedin.com/in/vector-oak
JOSHUA MICHAEL STEWART
--
- CRD
- #3096378
(672) 558-3344
bridge.pathway@foundationcapital.com
in linkedin.com/in/optima-insight
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $403,531,748 | $2,882,370 |
| Non-Discretionary | $0 | -- |
| Total | $403,531,748 | $2,882,370 |
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Separately Managed Accounts
Total SMA Asset: $333,823,290
Equity - Exchange:
32.5% Private Funds:
31.8% Cash:
35.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,198,206,468 | 32.5% |
| Private Funds | $2,150,860,483 | 31.8% |
| Cash | $2,414,645,259 | 35.7% |
| Total | $6,763,712,210 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH GLACIER LEGACY | CATALYST CAPITAL | VSU3TZAC5 | FMKP | 8.53% | $11,515,701 |
| ATLAS ALPHA | MATRIX PATHWAY | 2R85RA5IO | VTP | 2.51% | $38,209,913 |
| PRIME CREST MATRIX | FRONTIER OAK | LMIRYCD0E | ZMQN | 8.17% | $19,162,217 |
| RADIAL VITAL | FUSION ALPHA | 6XJITN889 | FLD | 2.17% | $79,543,054 |
| ZENITH ZENITH | HORIZON BRIDGE | 3TSTZ163M | OVHW | 5.06% | $108,681,357 |
| RADIAL MERIDIAN | HORIZON FOUNDATION | 535N22LB4 | EUQ | 4.57% | $33,348,869 |
| PIONEER HORIZON ZENITH | PATHWAY PEAK | 5RXNCWO7C | XHK | 2.34% | $73,707,567 |
| VITAL PIONEER | VALUE ATLAS | KQO3TVJPD | ZUJ | 12.32% | $13,666,692 |