RIVERSIDE PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$924M
Discretionary
$924M
100% of AUM
Avg account
$154M
Accounts
6
Employees
16
Advisory reps
2

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
160754
Registered since
February 23, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Riverside Partners, LLC is a privately held limited liability company that operates as a private equity fund manager and sponsor/GP of pooled investment vehicles. The firm has been SEC-registered since 2012 and serves an institutional client base. Its advisory activity centers on portfolio management for pooled vehicles; it also acts as sponsor, general partner and managing member of those vehicles. Fee arrangements combine a percentage-of-AUM component with performance-based fees. The firm does not report active ESG investing and is not characterized as a capital allocator or multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • KEVIN SULLIVAN

    CFO & CCOCRD 6019849

Contacts

1 of 1
  • DAVID BELLUCK

    General PartnerCRD 6019753

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
699 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth