|
⚲
|
| RiversEdge Advisors LLC
✚
| |
|---|---|
| CRD # | 298390 |
| SEC # | 801-113978 |
| CIK # | 0001787663 |
| AUM | $594.4 MM (2024-08-01) |
| Employees | 16 (69% Investors, 6% Brokers) |
| Phone | 302-573-6864 |
| Address | 600 N King St Wilmington, DE 19801 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 19.3 | |
| SPEM | 4.4 | ||
| MSFT | 1,918,222.4 | 3.1 | |
| NVDA | 399,550.0 | 2.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 97.9 |
| (b) Individuals (high net worth individuals) | 111 | 409.4 |
| (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 | 66 | 78.6 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 7.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,328 | 594.4 |
| By Discretionary | ||
| Discretionary | 1,320 | 593.5 |
| Non-Discretionary | 8 | 0.9 |
| Total | 1,328 | 594.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 593.9 | |
| Total | 1,328 | 594.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001787663] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Canopy Partners LLC
✚
|
OH | 0.6 |
|
Bayshore Asset Management LLC
✚
|
FL | 0.6 |
|
Transatlantique Private Wealth LLC
✚
|
NY | 0.6 |
|
Franklin Managed Options Strategies LLC
✚
|
CT | 0.6 |
|
Global View Capital Management LLC
✚
|
WI | 0.6 |
|
Carderock Capital Management Inc
✚
|
MD | 0.6 |
|
Lorne Steinberg Wealth Management Inc
✚
|
0.6 | |
|
Greenwich Investment Management Inc
✚
|
CT | 0.6 |
|
Northwest Investment Counselors LLC
✚
|
OR | 0.6 |
|
Perennial Advisors LLC
✚
|
NY | 0.6 |