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| Riverwater Partners LLC
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|
|---|---|
| CRD # | 283540 |
| SEC # | 801-117635 |
| CIK # | 0001882572 |
| AUM | $746.7 MM (2023-03-23) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 414-858-8000 |
| Address | 1433 N Water Street Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ATKR | 3,640.1 | 2.1 | |
| CROX | 3,107.7 | 2.0 | |
| SJM | 13,542.5 | 2.0 | |
| TGLS | 844.8 | 1.8 | |
| GOOGL | 1,475,138.5 | 1.6 | |
| SNEX | 1,535.2 | 1.6 | |
| LMNR | 264.9 | 1.5 | |
| ICFI | 1,778.0 | 1.5 | |
| AGM | 1,045.9 | 1.4 | |
| CIEN | 6,874.4 | 1.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 7.2 |
| (b) Individuals (high net worth individuals) | 113 | 381.3 |
| (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 | 5 | 291.5 |
| (h) Charitable organizations | 13 | 48.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 17.7 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 534 | 746.7 |
| By Discretionary | ||
| Discretionary | 338 | 122.2 |
| Non-Discretionary | 196 | 624.4 |
| Total | 534 | 746.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 746.7 | |
| Total | 534 | 746.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001882572] |
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|---|---|---|
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Westminster Financial Advisory Corp
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|
OH | 0.7 |
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Bruni J V & Co
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CO | 0.7 |
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MD | 0.7 |
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WY | 0.7 |
|
Fulcrum Capital LLC
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WA | 0.7 |
|
Waterloo Capital LP
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|
TX | 0.7 |
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St Clair Advisors LLC
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OH | 0.7 |
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Oakhurst Capital Management LLC
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|
DC | 0.7 |