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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) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 4,916 | 3.0 |
(c) Banking or thrift institutions | 1 | 0.0 |
(d) Investment companies | 2 | 0.3 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 4 | 0.2 |
(g) Pension and profit sharing plans | 44 | 0.7 |
(h) Charitable organizations | 104 | 0.3 |
(i) State or municipal government entities | 11 | 1.1 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 4 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 174 | 0.5 |
(n) Other | 3 | 0.1 |
Total | 5,263 | 6.3 |
By Discretionary | ||
Discretionary | 5,263 | 6.3 |
Non-Discretionary | 0 | 0.0 |
Total | 5,263 | 6.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.2 | |
United States Persons | 6.1 | |
Total | 5,263 | 6.3 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001112325] | |
SC 13G | [0001112325] |
Comparable Firms | State | AUM ($BB) |
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Circle Wealth Management LLC
✚
|
NJ | 6.6 |
US Capital Wealth Advisors LLC
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|
TX | 6.5 |
CBIZ Investment Advisory Services LLC
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OH | 6.5 |
Arbor Point Advisors LLC
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|
NE | 6.4 |
Gregory J Schwartz & Co Inc
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|
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
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|
MA | 5.9 |