JAMES RIVER ASSET MANAGEMENT, LLC

Overview

James River Asset Management, LLC is an independent registered investment adviser organized as a limited liability company that acts as a capital allocator for both individuals and institutions. The firm provides fee-based wealth management across multiple pricing structures—percentage of assets under management, hourly work and fixed fees—and combines ongoing portfolio management with financial planning, the selection of third-party advisers and client education programs. Filings show a clear operational preference for discretionary portfolio management, with the firm reporting the bulk of client assets under discretionary authority. Investment posture favors public funds and mutual funds as the primary vehicle for client exposure, and the firm identifies itself as a manager that will engage outside managers when appropriate. James River Asset Management does not label itself an ESG-focused investor. Service delivery centers on customized models and separate account management for individuals, small businesses and select institutional clients, with additional advisory activity around manager selection and educational seminars.

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Investments & Alternatives

Location & Offices