RIVERWALK CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$16.2M
Discretionary
$16.2M
100% of AUM
Avg account
$16.2M
Accounts
1
Employees
6
Advisory reps
2

Firm details

Headquarters
CHICAGO, Illinois
CRD number
328320
Registered since
October 5, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Riverwalk Capital Partners, LLC is an SEC-registered investment adviser organized as a limited liability company and classified around venture capital activity. The firm describes its client base as institutional and focuses on managing pooled investment vehicles rather than individual retail portfolios. Its stated business activities include acting as a salesperson for other financial products and providing portfolio management for pooled funds. The firm reports an ownership structure tied to an individual owner and indicates an affiliation with another adviser and with broker-dealer activity. Compensation is a mix of asset-based fees and performance (carry) style fees, consistent with private fund economics. Riverwalk does not position itself as an active ESG investor and is not organized as a multi-state adviser in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • LANCE MURRAY

    Chief Compliance OfficerCRD 5007605

Contacts

1 of 1
  • STEVEN DUDASH

    PresidentCRD 3236757

Wealth teams

FINTRX

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
123 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth