Riverstone Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 130346
- Registered since
- February 12, 2004
- Website
- riverstoneadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.84%
- Individuals5.88%
- Corporations / Businesses3.23%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Riverstone Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2004. The firm serves individual and family clients and operates as a capital allocator, providing financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. Riverstone does not identify as an active ESG investor and is not listed as a pension consultant or related adviser on its filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds70%
- Exchange Traded Equities24%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1
John Hanson
Principal, Co-Chief Investment OfficerCRD 5962984
Contacts
2 of 2
Leslie Lammers
President & PrincipalCRD 2287680
Matthew Williams
Director of Financial PlanningCRD 7784683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$82.9M in ETFs
96%
$79.4M
4%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $59.6M | 79,539 | 71.84% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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