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| I'm in the process of updating the data!! apologies for any slow speeds! |
| Riverstone Advisors LLC
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| CRD # | 130346 |
| SEC # | 801-62778 |
| CIK # | 0001763404 |
| AUM | $328.7 MM (2024-03-21) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 830-715-9300 |
| Address | 480 W Mill Street New Braunfels, TX 78130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Value ($MM) | |
|---|---|---|---|
| Alphabet Inc | 16.9 | ||
| Amazon Com Inc | 16.1 | ||
| Toll Brothers Inc | 12.0 | ||
| Danaher Corp /DE/ | 10.7 | ||
| Tractor Supply Co /DE/ | 10.0 | ||
| United Technologies Corp /DE/ | 5.7 | ||
| Conocophillips | 3.6 | ||
| Exxon Mobil Corp | 3.4 | ||
| Apple Inc | 3.2 | ||
| Broadcom Inc | 2.7 | ||
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 29.5 |
| (b) Individuals (high net worth individuals) | 69 | 283.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 16.1 |
| (n) Other | 0 | 0.0 |
| Total | 418 | 328.7 |
| By Discretionary | ||
| Discretionary | 418 | 328.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 418 | 328.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 15.6 | |
| United States Persons | 313.1 | |
| Total | 418 | 328.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001763404] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Giverny Capital Advisors LLC
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|
NJ | 0.3 |
|
Kimery Wealth Management LLC
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|
TN | 0.3 |
|
Medallion Wealth Advisors LLC
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CT | 0.3 |
|
Investment Management Consultants
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NV | 0.3 |
|
Clarendon Private LLC
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MA | 0.3 |
|
Ceera Investments LLC
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|
TX | 0.3 |
|
Cherrydale Wealth Management LLC
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|
NJ | 0.3 |
|
Zullo Investment Group Inc
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|
PA | 0.3 |
|
Seven Mile Advisory LLC
✚
|
NJ | 0.3 |
|
Miller Financial Services LLC
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|
MI | 0.3 |