RIVERWEST INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2026

Total AUM

$254M

Discretionary

0% of AUM

Avg account

$15.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 339697
Registered since: January 20, 2026
Custodians: GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses100%
Services: Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Riverwest Investment Management, LLC is an SEC-registered limited liability company that positions itself as a capital allocator for institutional clients. The firm is registered in 2026 and is owned by a domestic individual/entity structure. Its advisory remit is focused on portfolio management for businesses and institutions and on selecting third‑party advisers, indicating a manager-of-managers or outsourced CIO model. Compensation combines a percentage-of-assets arrangement with performance-based fees. Riverwest does not identify as an active ESG investor, is not registered as a multistate adviser, and does not list pension consulting or related-adviser activity.