RIVERSTONE ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- LOUISVILLE, Kentucky
- CRD number
- 161087
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.73%
- Corporations / Businesses14.77%
- Individuals5.5%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Riverstone Asset Management, LLC is a small, fee-based RIA that manages portfolios for individuals and families and performs selection of other advisers when clients require specialist or alternative exposure. The firm operates as a capital allocator rather than a product manufacturer: it relies heavily on third‑party managers to construct strategies outside its core public fund allocations. Investment activity is tilted toward pooled public vehicles for core exposures and external alternative managers for diversified, non-correlated return streams. Riverstone charges on a percentage‑of‑AUM basis and lists accountant services among its business activities, indicating a client service model that blends investment oversight with tax and reporting coordination. The firm does not position itself as an ESG investor and is not registered as a multi‑state adviser.
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 Funds60%
- Cash & Cash Equivalents14%
- US Government Bonds12%
- State & Local Bonds9%
- Other3%
Contacts
2 of 2JENNIFER RINGSTAFF
ManagerCRD 6029231
ERIC JOHNSON
Partner, Wealth AdvisorCRD 6069955
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOUISVILLE, KY
JEFFERSON
Location
LOUISVILLE, KY
Headquartered in LOUISVILLE, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- JEFFERSON
- Address
- 2100 Gardiner Ln
- Time zone
- CT (UTC-6)
- Office locations
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