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| Rivertree Advisors LLC
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|---|---|
| CRD # | 168065 |
| SEC # | 801-78200 |
| CIK # | 0001872501 |
| AUM | 184.4 M (2026-03-24) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 407-599-1104 |
| Address | 941 West Morse Boulevard Winter Park, FL 32789-3781 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 3.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 30.6 |
| (b) Individuals (high net worth individuals) | 23 | 153.8 |
| (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 | 342 | 184.4 |
| By Discretionary | ||
| Discretionary | 334 | 183.8 |
| Non-Discretionary | 8 | 0.6 |
| Total | 342 | 184.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.4 | |
| Total | 342 | 184.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001872501] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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