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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| RiversEdge Advisors LLC
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|---|---|
| CRD # | 298390 |
| SEC # | 801-113978 |
| CIK # | 0001787663 |
| AUM | $708.4 M (2025-07-03) |
| Employees | 16 (69% Investors, 6% Brokers) |
| Phone | 302-573-6864 |
| Address | 600 N King St Wilmington, DE 19801 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.9 | ||
| Global MOFY Metaverse Ltd | 4.7 | ||
| Microsoft Corp | 4.5 | ||
| Grayscale Bitcoin MINI Trust BTC | 4.2 | ||
| Nvidia Corp | 4.0 | ||
| Palantir Technologies Inc | 3.0 | ||
| iShares Bitcoin Trust | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 220 | 84.6 |
| (b) Individuals (high net worth individuals) | 139 | 536.1 |
| (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 | 60 | 83.7 |
| (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 | 8 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,415 | 708.4 |
| By Discretionary | ||
| Discretionary | 1,402 | 703.3 |
| Non-Discretionary | 13 | 5.1 |
| Total | 1,415 | 708.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 707.1 | |
| Total | 1,415 | 708.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001787663] |
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