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| Happy Holidays!! thanks for using AUM13F!! |
| Riverview Capital Advisers LLC
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| CRD # | 140377 |
| SEC # | 801-66623 |
| CIK # | 0001962933 |
| AUM | $618.8 M (2025-03-31) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 617-423-0080 |
| Address | 265 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001962933 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 25.4 | ||
| Apple Inc | 18.6 | ||
| Microsoft Corp | 11.0 | ||
| Carrier Global Corp | 10.2 | ||
| Boston Properties Inc | 9.1 | ||
| Tesla Motors Inc | 9.0 | ||
| Simon Property Group Inc /DE/ | 8.7 | ||
| Park Hotels & Resorts Inc | 6.9 | ||
| Kinder Morgan Inc | 6.7 | ||
| Home Depot Inc | 6.0 | ||
| First Solar Inc | 5.9 | ||
| United Rentals Inc /DE | 5.4 | ||
| Wal Mart Stores Inc | 5.3 | ||
| Equity Residential | 4.6 | ||
| Ryder System Inc | 4.6 | ||
| Avalonbay Communities Inc | 4.4 | ||
| Northeast Utilities | 4.2 | ||
| Public Storage | 4.2 | ||
| Coca Cola Co | 4.0 | ||
| Alphabet Inc | 3.9 | ||
| Sweetgreen Inc | 3.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 57.0 |
| (b) Individuals (high net worth individuals) | 100 | 561.8 |
| (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 | 599 | 618.8 |
| By Discretionary | ||
| Discretionary | 595 | 584.5 |
| Non-Discretionary | 4 | 34.4 |
| Total | 599 | 618.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 618.8 | |
| Total | 599 | 618.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001962933] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MTM Investment Management LLC
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|
SC | 0.6 |
|
Holderness Investments Co
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|
NC | 0.6 |
|
The Patten Group Inc
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TN | 0.6 |
|
Northern Financial Advisors Inc
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MI | 0.6 |
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Ridgecrest Wealth Partners LLC
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CA | 0.6 |
|
Zenith AM
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|
0.6 | |
|
Kesler Norman & Wride LLC
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|
UT | 0.6 |
|
Independent Family Office LLC
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|
NY | 0.6 |
|
Saxon Interests Inc
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|
TX | 0.6 |
|
Hughes Financial Services LLC
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|
VA | 0.6 |