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| Keyboard |
| Five Mile River Investment Management LLC
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|---|---|
| CRD # | 125964 |
| SEC # | 801-136575 |
| CIK # | |
| AUM | 108.7 M (2026-06-29) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 203-388-4848 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 108 | 105.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.1 |
| (h) Charitable organizations | 1 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 110 | 108.7 |
| By Discretionary | ||
| Discretionary | 110 | 108.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 110 | 108.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.7 | |
| Total | 110 | 108.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
|
Alpha Financial Management Inc
✚
|
GA | 109.4 M |
|
Arch Partners Wealth Management Inc
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|
GA | 109.2 M |
|
Finish Well RIA LLC
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|
OH | 109.0 M |
|
Planning Solutions International LLC
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|
FL | 108.8 M |
|
Capital Endurance Group Inc
✚
|
GA | 108.8 M |
|
A J Perry & Company Inc
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|
MD | 108.8 M |
|
Rooted Financial Group LLC
✚
|
OR | 108.7 M |
|
Finances for Real Life
✚
|
CA | 108.6 M |
|
Federmann Financial Advisors Inc
✚
|
NY | 108.2 M |
|
Newman Ladd Capital Advisors LLC
✚
|
NY | 108.1 M |