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| Happy Holidays!! thanks for using AUM13F!! |
| Riverwater Partners LLC
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| CRD # | 283540 |
| SEC # | 801-117635 |
| CIK # | 0001882572 |
| AUM | $600.2 M (2025-04-15) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 414-858-8000 |
| Address | 1433 N Water Street Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Grand Canyon Education Inc | 5.6 | ||
| Interdigital Inc | 5.0 | ||
| Andina Acquisition Corp | 4.4 | ||
| Limoneira Co | 3.8 | ||
| Haemonetics Corp | 3.4 | ||
| Consol Energy Inc | 3.0 | ||
| Coastal Financial Corp | 2.9 | ||
| Palomar Holdings Inc | 2.8 | ||
| Microsoft Corp | 2.7 | ||
| Intl FCStone Inc | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 8.9 |
| (b) Individuals (high net worth individuals) | 101 | 447.1 |
| (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 | 13 | 59.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 84.6 |
| (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 | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 190 | 600.2 |
| By Discretionary | ||
| Discretionary | 154 | 245.3 |
| Non-Discretionary | 36 | 354.9 |
| Total | 190 | 600.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 600.2 | |
| Total | 190 | 600.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001882572] |
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