River Street Advisors, LLC
Firm details
- Headquarters
- Aurora, Illinois
- CRD number
- 153537
- Registered since
- November 9, 2020
- Website
- www.oldsecond.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.09%
- Individuals26.02%
- Corporations / Businesses4.81%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
River Street Advisors, LLC is an independent registered investment adviser that began SEC registration in 2020 and operates as an LLC. The firm serves both individual/family clients and institutions, providing financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Its fees are charged as a percentage of assets under management and, in some cases, via fixed fees. River Street does not identify as an active ESG investor and it does not act as a capital allocator; instead, it relies on third-party managers and pooled vehicles for certain exposures. The firm reports an affiliation with a banking or thrift institution.
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
- Public Funds/Mutual Funds47%
- Exchange Traded Equities30%
- Cash & Cash Equivalents15%
- US Government Bonds3%
- State & Local Bonds2%
Owners & executives
2 of 2
Richard Gartelmann
Chief Executive OfficerCRD 2611847
Steven Meves
Managing Director, Chief Investment OfficerCRD 4163213
Contacts
3 of 8
Bradley Johnson
Senior Vice President, Portfolio ManagerCRD 5843131
Christopher Laporta
SVP, Senior Wealth AdvisorCRD 7832278
Michael Cava
Wealth ManagementCRD 1590094
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$163M in ETFs
69%
$112M
3%
$50.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MFS ACTIVE INTERNATIONAL ETF (MFSI) | MFS Investment Management | $23.2M | 714,905 | 14.29% |
Location
Aurora, IL
Kane
Location
Aurora, IL
Headquartered in Aurora, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Kane
- Address
- 37 S River St
- Time zone
- CT (UTC-6)
- Office locations
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