Riverbend Energy Group

RIASEC Registered
Total AUM
$561M
Discretionary
$561M
100% of AUM
Avg account
$62.4M
Accounts
9
Employees
43
Advisory reps
4

Firm details

Headquarters
Houston, Texas
CRD number
285639
Registered since
July 27, 2018
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Riverbend Energy Group is an LLC organized as a private equity fund sponsor that provides portfolio management for pooled investment vehicles. The firm is registered with the SEC (registered in 2018) and serves an institutional client base. Its fee arrangements include percentage-of-AUM charges, fixed fees and performance-based fees. Riverbend presents itself primarily as an operating manager and sponsor — acting as a general partner/managing member of pooled vehicles — rather than a multi-manager capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
1200 Smith St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth