Riverpath Investments LLC

Overview

Riverpath Investments LLC is a small, owner-operated registered investment adviser formed in 2019 that combines insurance brokerage work with advisory services for individuals, families and some institutional clients. The firm charges fees based on a percentage of assets under management and presents itself primarily as a discretionary-advice lite shop: filings show advisory services include portfolio management for individuals and small businesses and pension consulting services, but the bulk of client relationships remain non-discretionary. Riverpath is not an active ESG investor and does not identify as a capital allocator; instead it relies heavily on pooled public funds and third‑party managers to construct client portfolios. Investment approach and manager allocation tilt toward mutual funds and externally managed real estate vehicles. Given the high share of non‑discretionary assets and the custodial relationships the firm uses, Riverpath appears to implement advice through mutual funds, model portfolios or client-directed accounts rather than through a large in‑house SMA platform.

Assets & Accounts

Investments & Alternatives

Location & Offices