|
⚲
|
| River Street Advisors LLC
✚
|
|
|---|---|
| CRD # | 153537 |
| SEC # | 801-119750 |
| CIK # | 0001964897 |
| AUM | $414.9 M (2025-03-11) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 630-906-5501 |
| Address | 37 S River Street Aurora, IL 60506 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.0 | ||
| Microsoft Corp | 6.9 | ||
| Apple Inc | 6.3 | ||
| J P Morgan Chase & Co | 6.2 | ||
| Broadcom Inc | 5.8 | ||
| Alphabet Inc | 3.4 | ||
| Caterpillar Inc | 3.2 | ||
| Amazon Com Inc | 3.1 | ||
| Morgan Stanley | 3.0 | ||
| Lilly Eli & Co | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 100.1 |
| (b) Individuals (high net worth individuals) | 129 | 305.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 9.2 |
| (n) Other | 0 | 0.0 |
| Total | 937 | 414.9 |
| By Discretionary | ||
| Discretionary | 921 | 407.7 |
| Non-Discretionary | 16 | 7.2 |
| Total | 937 | 414.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 414.0 | |
| Total | 937 | 414.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964897] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Allodium Investment Consultants LLC
✚
|
MN | 0.4 |
|
Causey Public Finance LLC
✚
|
0.4 | |
|
Master's Wealth Management Inc
✚
|
PA | 0.4 |
|
25 LLC
✚
|
MO | 0.4 |
|
Brown Lisle/Cummings Inc
✚
|
RI | 0.4 |
|
Blue Rock Wealth Management LLC
✚
|
NC | 0.4 |
|
KG&L Capital Management LLC
✚
|
LA | 0.4 |
|
Cypress Asset Management Inc
✚
|
0.4 | |
|
Encompass Wealth Advisors LLC
✚
|
OR | 0.4 |
|
First Nebraska Advisory LLC
✚
|
NE | 0.4 |