EAST RIVER CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$2.5M
Discretionary
$0
0% of AUM
Avg account
$824K
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
PITTSFIELD, Massachusetts
CRD number
329485
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI95.1%
  • Individuals4.9%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

East River Capital Management LLC operates as an independent registered investment advisor and is structured as a limited liability company. The firm primarily serves individual and family clients, providing a range of advisory services that include financial planning, portfolio management for both individuals and small businesses, as well as pension consulting. East River Capital Management also engages in educational seminars and workshops, enhancing client knowledge and understanding of financial matters. The firm does not actively pursue ESG investments and operates without affiliations to other advisory firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, US Government Bonds 20%, Cash & Cash Equivalents 15%65%
  • Exchange Traded Equities65%
  • US Government Bonds20%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • Hao Jiang

    CounselCRD 7901997

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PITTSFIELD, MA

BERKSHIRE

Location

PITTSFIELD, MA

Headquartered in PITTSFIELD, MA, in the Northeast of the United States.

Region
Northeast
County
BERKSHIRE
Address
82 Wendell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth