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, SEC-registered investment adviser that began its registration in 2020. Structured as an LLC with a mix of domestic entity and individual ownership, the firm serves both individuals and families as well as institutional clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. River Street bills clients via percentage-of-AUM and fixed-fee arrangements and lists a banking or thrift institution among its industry affiliations. The firm does not present itself as a capital allocator and is not positioned as an ESG-focused manager.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$164M in ETFs
69%
$113M
3%
$51.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MFS ACTIVE INTERNATIONAL ETF (MFSI) | MFS Investment Management | $23.9M | 732,388 | 14.55% |
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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