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Building 2RIVER ROAD ASSET MANAGEMENT, LLC

Map pinLOUISVILLE, KY
Phone502-371-4100
NotebookSEC #801-64175
Total AUM
$9.9B
Employees
46
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
462 SOUTH FOURTH STREET
SUITE 2000
LOUISVILLE
KY 40202-3466
United States
Operating Hours
M-TH: 9:00AM - 5:00PM; F: 9:00AM-4PM
Monday - Friday
Phone
502-371-4100

ReceiptFinancials

Total AUM
$9.9B
Accounts
93
Discretionary
$9.9B
Accounts
93
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
21
AUM
$86.6M
Investment Company Clients
13
AUM
$4.5B
Pooled Vehicle Clients
11
AUM
$1.8B
Pension/Profit Sharing Plan Clients
22
AUM
$1.6B
Charitable Organization Clients
16
AUM
$261.7M
Government Entity Clients
7
AUM
$1.5B
Corporation or Business Clients
1
AUM
$127.9M
Other Clients
22
AUM
$0
Description of Other Clients
MODEL PORTFOLIO ACCOUNTS - NOT CONSIDERED REGULATORY ASSETS UNDER MANAGEMENT

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
RIVER ROAD ASSET MANAGEMENT LLC IS A MODEL PORTFOLIO PROVIDER.
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLILKYLAMONENHPATX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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