Riverside Advisors LLC

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Assets, Funds, Holdings

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Riverside Advisors LLC
CRD #156339
SEC #801-72161
CIK #0001282495
AUM
Employees 7 (57% Investors, 0% Brokers)
Phone404-949-3101
Address79 West Paces Ferry Road
Atlanta, GA 30305
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
70056042028014002010201420192024
Sector Form 13F Holdings Value ($M)
Foreign Trade Bank of Latin America Inc 1.9
Mastercard Inc 0.9
CVS Caremark Corp 0.8
Cigna Corp 0.8
UNUM Group 0.8
McKesson Corp 0.8
Cisco Systems Inc 0.8
Dollar General Corp 0.8
Medtronic Holdings Ltd 0.8
Intel Corp 0.8
View All
Holdings by Sector ($M)
151296302012201220132014
Type Form D Funds Date Sold ($M) AUM ($M)
HF Riverside Frontier Opportunities Fund [2014-03-31] 19.9 7.7
HF Riverside Equity Strategies Fund SPC Hedged Volatility Equity Segregated Portfolio [2012-03-29] 75.7 50.6
HF Riverside Equity Strategies Fund SPC Volatility Arbitrage Segregated Portfolio [2012-03-29] 75.7 2.4
HF Riverside Global Value Fund 2012-03-29 266.0
HF Riverside Wisdom World Fund [2012-03-29] 72.9 198.1
AUM Breakdown Accounts AUM ($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 0 0.0
(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 77.4
By Discretionary
Discretionary 3 77.4
Non-Discretionary 0 0.0
Total 3 77.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 77.4
Total 3 77.4
Form D Directors # Filings # Firms 2011 - 2025
Brian Simmons 22
Kyle Tomlin 12
Riverside Advisors LLC 5
Riverside Advisers LLC 2
Ak Advisors LLC 2
Ana Kolar 2
EDGAR Form CIK 2011 - 2025
13F-HR [0001282495]
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