New River Investments
Firm details
- Headquarters
- ,
- CRD number
- 157173
- Website
- www.newriverinvestments.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI31.39%
- Corporations / Businesses26.75%
- Pooled Investment Vehicles22.91%
- Individuals18.95%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
New River Investments is organized as a corporation and operates with a hedge-fund orientation while serving both individual/family and institutional clients. The firm provides discretionary portfolio management for private clients and also manages pooled investment vehicles. Its compensation mix includes asset-based fees, fixed fees and performance-based fees, consistent with managers that run private funds and incentive-fee strategies. New River performs sponsor/GP duties and is listed as a CPO/CTA in filings, indicating it both operates and manages pooled vehicles in addition to giving advisory services. The firm does not identify itself as an active ESG investor and is not listed as a multistate adviser.
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
- Public Funds/Mutual Funds48%
- Exchange Traded Equities42%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- Other1%
Contacts
3 of 3
Alberto Roditi
Managing DirectorCRD 4409558

Guillermo Roditi Dominguez
Founding MemberCRD 5094605

Samantha Powell
VP of OperationsCRD 6771453
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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