R
CRD: 172496
River Partners Capital Management, LP
$1.3B Total AUM
$1.3B Disc. AUM
-- 3Y CAGR
13 Employees
253 ADV. Clients
11 yrs Firm Age
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- Custodian
- BNY Mellon · Charles Schwab & Company · Citibank · Fidelity/NFS · Morgan Stanley · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2014
- Office Locations
- 1
Office Locations
767 Fifth Avenue 18th Floor NEW York NY
About River Partners Capital Management, LP
River Partners Capital Management, LP is a NEW York-based RIA. The firm has been operating for 11 years. Managing $1.3B in total assets under management, with 5 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company.
Team overview
-- AVG AGE
$263.9M AVG AUM / ADVISOR
$5.2M AVG AUM / CLIENT
5 yrs AVG TENURE
13 Employees
5 Advisory Reps
0 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
D
DAVID LABHART
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
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JOHN ANDREW LEVIN
Chairman, Chief Executive Officer
- CRD
- #1209729
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,291,797,762 | $5,382,491 |
| Non-Discretionary | $27,484,646 | $392,638 |
| Total | $1,319,282,408 | $4,255,750 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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