Ribera Investment Management, LLC

Overview

Ribera Investment Management, LLC is a small, owner-operated advisory firm that focuses on direct portfolio management for individuals, families and small businesses. The firm’s business model centers on discretionary management, with a fee structure that combines a percentage-of-assets approach and hourly charges for advisory work. Ribera is not positioned as a multi-state or pension consultant adviser and does not identify as an active ESG investor. Investment activity shows a clear preference for equities as the core allocation, supported by a significant allocation to exchange-traded securities. Given the firm’s client profile and size, Ribera appears to operate as a hands-on wealth manager delivering customized portfolios rather than offering pooled mutual fund products or large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices