Riverglades Family Offices, LLC

RIASEC RegisteredEst. 2014

Total AUM

$221M

Discretionary

$177M

80% of AUM

Avg account

$1.1M

Accounts

200

Employees

2

Advisory reps

2

Firm details

Headquarters: Naples, Florida
CRD number: 171584
Registered since: June 24, 2014
Website: rivergladesfo.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI71.27%
Charitable Organizations15.78%
Corporations / Businesses9.4%
Individuals3.56%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Riverglades Family Offices, LLC is an SEC-registered independent registered investment adviser organized as an LLC and first registered in 2014. The firm presents itself as a capital allocator serving individuals, families and institutional clients. Its advisory model includes discretionary portfolio management for individuals and small businesses and the selection of third‑party advisers. Fee arrangements reported include percentage of AUM, fixed fees and other fee structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds83%
Exchange Traded Equities15%
Cash & Cash Equivalents2%

Owners & executives

1 of 1

Bertram Martin
Chief Executive OfficerCRD 5621276

Contacts

1 of 1

Paul Marinelli
PresidentCRD 4670011

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 82

Active vs passive

$244M in ETFs

Passive

100%

$244M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$37.6M	50,248	15.43%

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Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area: Cape Coral-Fort Myers-Naples, FL
Region: South
County: Collier
Address: 2640 Golden Gate Pkwy
Time zone: ET (UTC-5)
Office locations

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