RIVERBEND CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 157117
- Registered since
- April 8, 2011
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Riverbend Capital Advisors, LLC is a privately owned advisory firm registered with the SEC since 2011 that serves individual and family clients. The firm’s stated activities focus on portfolio management for individuals, small businesses and for businesses or institutional clients. Compensation is primarily asset-based (a percentage of AUM) with other fees possible. Riverbend is not identified as an active ESG investor and is not presented as a multi-state adviser in the filing. Investor.com named the firm a "Top RIA Firms to Watch" in 2020.
Assets & Accounts
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
- State & Local Bonds95%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
3 of 4THOMAS HESSION
Managing Partner & Co-FounderCRD 2518824
Charles Raftery
Investment AssociateCRD 7800818
Ioanna Kennedy
Administrative ManagerCRD 7888866
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 191 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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