Rise Investment Management, LLC

Overview

Rise Investment Management, LLC is an independent, individual-owned registered investment adviser operating as a limited liability company. The firm positions itself as a capital allocator for both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, manager selection, and periodic publications. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Rise does not identify as an active ESG investor and is not listed as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices