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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Riverbend Capital Advisors LLC
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|---|---|
| CRD # | 157117 |
| SEC # | 801-72250 |
| CIK # | |
| AUM | $820.5 M (2025-07-22) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 312-948-5100 |
| Address | 191 N Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 216 | 820.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 233 | 820.5 |
| By Discretionary | ||
| Discretionary | 233 | 820.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 233 | 820.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 820.5 | |
| Total | 233 | 820.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TCP Asset Management LLC
✚
|
OH | 0.8 |
|
Meg Green & Associates Inc
✚
|
FL | 0.8 |
|
William Mack & Associates Inc
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MI | 0.8 |
|
Lebenthal Global Advisors LLC
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|
NY | 0.8 |
|
Delap Wealth Advisory LLC
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|
OR | 0.8 |
|
PYA Waltman Capital LLC
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|
TN | 0.8 |
|
McGuire Investment Group LLC
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|
RI | 0.8 |
|
Pointoak Retirement Advisors LLC
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|
VA | 0.8 |
|
IFG Advisors LLC
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|
MO | 0.8 |
|
Three Bridge Wealth Advisors LLC
✚
|
CA | 0.8 |