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Building 2RIVERSTONE ADVISORS, LLC

Map pin
Phone914 722-1700
NotebookSEC #801-62778
Total AUM
$640.9M
Employees
5
Clients
169

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5:30 PM
Monday - Friday
Phone
914 722-1700
Other Offices
1

ReceiptFinancials

Total AUM
$640.9M
Accounts
537
Discretionary
$640.9M
Accounts
537
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$37.7M
HNW Individual Clients
84
AUM
$582.2M
Charitable Organization Clients
1
AUM
$342.9K
Corporation or Business Clients
1
AUM
$20.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALANYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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