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| Happy Holidays!! thanks for using AUM13F!! |
| Rivertree Advisors LLC
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|---|---|
| CRD # | 168065 |
| SEC # | 801-78200 |
| CIK # | 0001872501 |
| AUM | $177.4 M (2025-03-14) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 407-599-1104 |
| Address | 941 West Morse Boulevard Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001872501 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 3.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 35.1 |
| (b) Individuals (high net worth individuals) | 22 | 142.3 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 346 | 177.4 |
| By Discretionary | ||
| Discretionary | 337 | 176.2 |
| Non-Discretionary | 9 | 1.2 |
| Total | 346 | 177.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.4 | |
| Total | 346 | 177.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001872501] |
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