RIVERVIEW RESEARCH, LLC

Overview

Riverview Research, LLC is a fee-based advisory firm organized as an LLC and registered with the SEC in 2013. It manages portfolios for high-net-worth individuals and families as well as institutional clients, offering discretionary and non-discretionary portfolio management and pension consulting services. The firm charges a mix of percentage-of-AUM and fixed fees and does not present itself as an active ESG investor. Riverview structures client relationships around externally managed public funds and mutual funds as its primary vehicle, supplemented by selective allocations to third‑party alternative managers where the strategy calls for diversification or absolute‑return exposure. Riverview is not a capital allocator in the sense of operating its own private fund platform; instead it sources external managers (including hedge fund managers) and mutual funds for client portfolios. Its client base and service set indicate a focus on consolidated, multi‑account relationships for wealthy households and institutional plans seeking outsourced portfolio management and pension consulting expertise.

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