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| Riverstone Advisors LLC
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|---|---|
| CRD # | 130346 |
| SEC # | 801-62778 |
| CIK # | 0001763404 |
| AUM | $390.2 M (2025-07-01) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 914-722-1700 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 18.4 | ||
| Alphabet Inc | 15.7 | ||
| Toll Brothers Inc | 11.2 | ||
| Tractor Supply Co /DE/ | 9.4 | ||
| United Technologies Corp /DE/ | 8.3 | ||
| Danaher Corp /DE/ | 8.1 | ||
| Broadcom Inc | 5.3 | ||
| Cheniere Energy Inc | 4.4 | ||
| Exxon Mobil Corp | 2.8 | ||
| Apple Inc | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 30.7 |
| (b) Individuals (high net worth individuals) | 77 | 341.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 18.1 |
| (n) Other | 0 | 0.0 |
| Total | 461 | 390.2 |
| By Discretionary | ||
| Discretionary | 461 | 390.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 461 | 390.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 17.6 | |
| United States Persons | 372.6 | |
| Total | 461 | 390.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001763404] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Great Oak Capital Partners LLC
✚
|
MA | 0.4 |
|
Spielberger & Brooks Inc
✚
|
NY | 0.4 |
|
South Lakeview LLC
✚
|
0.4 | |
|
Disciplined Equity Management Inc
✚
|
FL | 0.4 |
|
Santori & Peters Inc
✚
|
PA | 0.4 |
|
SARD Wealth Management Group LLC
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|
GA | 0.4 |
|
Mowery & Schoenfeld Wealth Management LLC
✚
|
IL | 0.4 |
|
United Brokerage Services Inc
✚
|
WV | 0.4 |
|
Eaton Financial Holdings Company LLC
✚
|
FL | 0.4 |
|
G&S Capital LLC
✚
|
CO | 0.4 |