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| Happy Holidays!! thanks for using AUM13F!! |
| James River Asset Management LLC
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| CRD # | 117917 |
| SEC # | 801-112743 |
| CIK # | |
| AUM | $236.0 M (2025-03-31) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 804-323-0517 |
| Address | 15521 Midlothian Tnpk Midlothian, VA 23113 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 305 | 78.6 |
| (b) Individuals (high net worth individuals) | 95 | 153.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,180 | 236.0 |
| By Discretionary | ||
| Discretionary | 1,048 | 217.9 |
| Non-Discretionary | 132 | 18.1 |
| Total | 1,180 | 236.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.0 | |
| Total | 1,180 | 236.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lifeplan Investment Advisors Inc
✚
|
NC | 0.2 |
|
PFG Private Wealth Management LLC
✚
|
FL | 0.2 |
|
Buckman Advisory Group LLC
✚
|
NJ | 0.2 |
|
Bradford Financial Services Inc
✚
|
0.2 | |
|
Live Oak Investment Partners LLC
✚
|
TX | 0.2 |
|
O'Connor Financial Group LLC
✚
|
IL | 0.2 |
|
Barr Financial Services LLC
✚
|
FL | 0.2 |
|
ASG Investment Management LLC
✚
|
PA | 0.2 |
|
RHS Financial LLC
✚
|
CA | 0.2 |
|
Values Added Financial LLC
✚
|
0.2 |