Long River Investment Management LLC

Overview

Long River Investment Management LLC is a small, discretionary wealth manager that centers its strategy on equity exposure delivered through separately managed accounts and exchange-traded instruments. The firm serves a mix of individual, family and institutional clients, charging fees as a percentage of assets under management and providing ongoing portfolio management rather than one-off advice. Its registration and corporate structure show an individually owned limited liability company that focuses on active portfolio construction with a clear tilt toward equities. Portfolio activity is centered on direct equity and ETF holdings, with a meaningful allocation to third-party alternative managers across private equity, venture capital, hedge funds and real estate. The adviser does not position itself as a multi-state or ESG-focused manager and reports no role as a capital allocator; instead, it appears to integrate alternatives alongside public-market holdings and traditional pooled vehicles to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices