MAD River Investors
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
FINTRXOverview
MAD River Investors is a privately organized LLC that operates as a hedge fund and registered investment adviser. The firm has been SEC-registered since 2004 and serves both individual/family clients and institutional investors. Its business model combines portfolio management across separately managed accounts and pooled vehicles with the capacity to act as a commodity pool operator/commodity trading adviser and to select other advisers. Compensation includes both a percentage-of-AUM fee and performance-based fees, which is consistent with active, manager-driven strategies rather than passive wealth administration. The firm does not identify as an active ESG investor.
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
- Exchange Traded Equities82%
- Private Funds17%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Stephen Carluccio
Chief Operating Officer & General CounselCRD 4754644
Richard Silver
CEOCRD 1216012
Contacts
2 of 2
Michael Gagne
PrincipalCRD 8020557
Joshua Stewart
Portfolio Manager, Managing DirectorCRD 3096378
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$26.2M in ETFs
99%
$26M
0%
$210K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GRAYSCALE BITCOIN TRUST ETF (GBTC) | Grayscale | Passive | Digital Assets | $19M | 360,139 | 72.55% |
Location
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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