Five Mile River Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 125964
- Registered since
- June 25, 2026
- Website
- fivemileriver.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.82%
- Charitable Organizations2.17%
- Pension & Profit Sharing Plans1.02%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Five Mile River Investment Management, LLC is a privately owned investment adviser organized as a limited liability company. The firm provides discretionary portfolio management primarily for individuals, families and small businesses, while also working with some institutional clients. Its revenue model is a percentage-of-assets-under-management fee schedule. The firm does not identify as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities85%
- Cash & Cash Equivalents10%
- Exchange Traded Equities5%
Owners & executives
1 of 1
Thayer Robbins
Chief Compliance Officer & Portfolio ManagerCRD 400715
Contacts
3 of 3
Martha Robbins
PresidentCRD 4627736
Lee Garcia
Porfolio ManagerCRD 4627740
Mary Robbins
Investment Strategist, Portfolio ManagerCRD 6183879
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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