Rivercrest Capital Management LLC

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Assets, Funds, Holdings

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Rivercrest Capital Management LLC
CRD #284911
SEC #801-114834
CIK #0001610004
AUM 285.7 M (2026-03-12)
Employees 21 (52% Investors, 0% Brokers)
Phone817-945-9700
Address777 Taylor Street
Fort Worth, TX 76102
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4003202401608002010201520212027
Type Form D Funds Date Sold AUM
PE Rivercrest Capital Partners II LP [2021-03-30] 75.4 M 93.0 M
Filed 2021-12-10 (D/A) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $5,000,000 · Revenue Decline to Disclose
PE Cupola Royalty Direct LLC 2019-02-13 9.1 M
PE Rivercrest Capital Partners LP [2017-11-14] 150.7 M
Filed 2017-09-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $5,000,000 · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 3 285.7
(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 3 285.7
By Discretionary
Discretionary 3 285.7
Non-Discretionary 0 0.0
Total 3 285.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 285.7
Total 3 285.7
Form D Directors Role # Filings # Firms 2011 - 2026
Matthew Daly Executive Officer 10 2
Robert Ravnaas Executive Officer 9 2
T Martin Executive Officer 7 2
R Ravnaas Executive Officer 4 2
Rivercrest Capital Management LLC Promoter 3 2
EDGAR Form CIK 2011 - 2026
D [0001610004]
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesPrivate Equity
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