Long River Investment Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 298530
- Website
- www.longriverllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.01%
- Individuals2.63%
- Corporations / Businesses0.36%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Long River Investment Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides discretionary portfolio management to both high-net-worth individuals and families as well as institutional and business clients. Its fee model is percentage-of-assets-under-management, and its advisory focus is portfolio management for individuals/small businesses and for businesses or institutions. The firm does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities61%
- Cash & Cash Equivalents23%
- Public Funds/Mutual Funds7%
- Non-Exchange Traded Equities5%
- Other4%
Contacts
1 of 1
Ethan Oetter
PresidentCRD 7002759
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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