RIVER INVESTMENT CORP
Firm details
- Headquarters
- PRINCETON, New Jersey
- CRD number
- 122637
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles69.7%
- Corporations / Businesses16.24%
- Individuals14.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
River Investment Corp. operates as a small hedge fund-style advisory corporation that concentrates its activity around equity investing and pooled investment vehicles. The firm runs an advised hedge fund and provides portfolio management for both individual/small business clients and pooled investment vehicles, with a client mix that includes individual/family and institutional relationships. Investment preferences show an equity tilt — with a notable allocation to non‑exchange traded equities — while the firm also allocates to commodity strategies and uses mutual funds for supplemental exposure. The firm charges a mix of fees: percentage of AUM, performance‑based fees, and occasional hourly or fixed fees for advisory work. That fee structure, combined with the existence of a single advised hedge fund, points to an active-management approach where incentive fees align the firm with performance outcomes for pooled investors.
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
- Non-Exchange Traded Equities55%
- Cash & Cash Equivalents32%
- Exchange Traded Equities13%
Contacts
1 of 1IRVIN STARR
PresidentCRD 1022826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PRINCETON, NJ
MERCER
Location
PRINCETON, NJ
Headquartered in PRINCETON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MERCER
- Address
- 100 Overlook Ctr
- Time zone
- ET (UTC-5)
- Office locations
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