River Partners Capital Management, LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 172496
- Registered since
- November 21, 2014
- Website
- www.rivercapitalpartners.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI68.53%
- Pooled Investment Vehicles24.73%
- Individuals4.3%
- Charitable Organizations2.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
River Partners Capital Management, LP is a limited partnership and SEC-registered adviser formed in 2014 that operates both as a manager of pooled vehicles and as a portfolio manager for individual and small-business clients. The firm functions as a capital allocator and as an adviser that selects other managers; it also sponsors and serves as a general partner or managing member for pooled investment vehicles. Its client base spans high-net-worth individuals and families as well as institutional investors. River Partners charges a mix of asset-based, fixed, and performance-linked fees and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities83%
- Cash & Cash Equivalents8%
- US Government Bonds6%
- Public Funds/Mutual Funds3%
Owners & executives
2 of 2David Sochol
CEO and Chief Investment OfficerCRD 1474984
John Levin
Chairman and Chief Executive OfficerCRD 1209729
Contacts
1 of 1David Labhart
CRD 8158219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 767 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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