RIVER INVESTMENT CORP

RIASEC Registered
Total AUM
$30.1M
Discretionary
$21M
70% of AUM
Avg account
$2.7M
Accounts
11
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 55%, Cash & Cash Equivalents 32%, Exchange Traded Equities 13%55%
  • Non-Exchange Traded Equities55%
  • Cash & Cash Equivalents32%
  • Exchange Traded Equities13%

Contacts

1 of 1
  • IRVIN STARR

    PresidentCRD 1022826

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth