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| Riverbridge Partners LLC
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|---|---|
| CRD # | 108074 |
| SEC # | 801-57432 |
| CIK # | 0001112325 |
| AUM | $6.3 BB (2023-03-29) |
| Employees | 43 (53% Investors, 23% Brokers) |
| Phone | 612-904-6200 |
| Address | 1200 Ids Center Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| FIVE | 6.6 | 0.3 | |
| RBA | 6.9 | 0.2 | |
| GLOB | 7.7 | 0.2 | |
| LOPE | 3.1 | 0.2 | |
| WK | 3.6 | 0.2 | |
| MSFT | 1,918.2 | 0.2 | |
| HEI | 17.9 | 0.2 | |
| WST | 22.0 | 0.2 | |
| FAST | 28.3 | 0.2 | |
| CSGP | 23.9 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4,916 | 3.0 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 2 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.2 |
| (g) Pension and profit sharing plans | 44 | 0.7 |
| (h) Charitable organizations | 104 | 0.3 |
| (i) State or municipal government entities | 11 | 1.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 174 | 0.5 |
| (n) Other | 3 | 0.1 |
| Total | 5,263 | 6.3 |
| By Discretionary | ||
| Discretionary | 5,263 | 6.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,263 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 6.1 | |
| Total | 5,263 | 6.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001112325] | |
| SC 13G | [0001112325] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Circle Wealth Management LLC
✚
|
NJ | 6.6 |
|
US Capital Wealth Advisors LLC
✚
|
TX | 6.5 |
|
CBIZ Investment Advisory Services LLC
✚
|
OH | 6.5 |
|
Arbor Point Advisors LLC
✚
|
NE | 6.4 |
|
Gregory J Schwartz & Co Inc
✚
|
MI | 6.3 |
|
Dowling & Yahnke LLC
✚
|
CA | 6.1 |
|
Altair Advisers LLC
✚
|
IL | 6.0 |
|
Sigma Planning Corporation
✚
|
MI | 6.0 |
|
Frontier Asset Management LLC
✚
|
WY | 5.9 |
|
Cambridge Associates Ltd LLC
✚
|
MA | 5.9 |