Riversville Capital, Inc. (New York)


Riversville Capital, Inc. is a large advisory firm based in New York. It manages $320.86 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2012.

Riversville Capital provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Riversville Capital: assets under management

The assets under management (AUM) of Riversville Capital, Inc. is $320.86 million. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $301.7 million in discretionary accounts and $19.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.14 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.13 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Riversville Capital, Inc. for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Riversville Capital, Inc. performs its advisory services is located at 655 Third Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-230-1836 or by fax 917-281-5595. The normal business hours are 9-6 on Monday - Friday.

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