MAD River Investors

RIASEC Registered
Total AUM
$404M
Discretionary
$404M
100% of AUM
Avg account
$2.9M
Accounts
140
Employees
6
Advisory reps
4

Firm details

Headquarters
Boston, Massachusetts
CRD number
130585
Registered since
April 22, 2004
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI66.71%
  • Pooled Investment Vehicles17.27%
  • Corporations / Businesses6.55%
  • Pension & Profit Sharing Plans4.83%
  • Individuals4.63%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

MAD River Investors is an LLC that operates as a hedge fund and is SEC-registered (registration recorded in 2004). The firm serves both individual/family and institutional clients and charges a combination of percentage-of-AUM and performance-based fees. In its regulatory filing MAD River lists Commodity Pool Operator/Commodity Trading Advisor activity and provides portfolio management across individuals, pooled vehicles, and businesses or institutions; it also performs selection of other advisers. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Private Funds 17%, Cash & Cash Equivalents 1%82%
  • Exchange Traded Equities82%
  • Private Funds17%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$30.4M in ETFs

Passive

100%

$30.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
GRAYSCALE BITCOIN TRUST ETF (GBTC)GrayscalePassiveDigital Assets$23M355,44475.58%

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
84 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth