Calm River Capital LLC

Overview

Calm River Capital LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individuals, families and select institutional clients. The firm structures client relationships on a percentage-of-AUM fee model and leans heavily on pooled public investment vehicles—primarily mutual funds and other public funds—for core portfolio exposure. Calm River Capital also maintains business ties to a law firm and a real estate broker and acts as a sponsor of limited partnerships, which supports sourcing and structuring real estate opportunities alongside its public-market allocations. Investment activity centers on managed, diversified mutual-fund solutions rather than concentrated direct-stock strategies. That approach supports consistent, scalable portfolio construction for a modest client base while leaving room for targeted alternative real estate allocations through third-party managers or sponsored LP vehicles. The adviser is not positioned as a capital allocator to broad third-party alternatives beyond real estate and does not profile itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices