RIVO ALTO CAPITAL FUNDING LLC
Adviser information for RIVO ALTO CAPITAL FUNDING LLC last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 11 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 1 | $12.1M |
Non-Discretionary | 0 | $0 |
Total | 1 | $12.1M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 1 | $12.1M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 13 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
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Compensation | PURCHASE & SALE OF PRIVATE MORTGAGES |
Identifiers
SEC RIA File Number | 801-110765 |
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SEC ERA File Number | 801-110765 |
SEC CIK Numbers | None |
SEC CRD Numbers | 162400 |
Legal Entity Identifier | None |
Principal Office
3323 NE 163 STREETPH704
NORTH MIAMI BEACH
FL
United States
Monday - Friday, 9-5
Tel: 305-512-1124, Fax: 786-524-2747
Websites
Chief Compliance Officer
JOEL EIDELSTEIN
3323 NE 163 STREET
PH704
NORTH MIAMI BEACH
FL
United States
Tel:
305-512-1124
Fax:
786-524-2747
J**@***********M
(Full email address available in API data)
Regulatory Contact
JOEL EIDELSTEIN
3323 NE 163 STREET
PH704
NORTH MIAMI BEACH
FL
United States
Tel:
305-512-1124
Fax:
786-524-2747
J**@***********M
(Full email address available in API data)
Industry Affiliates
LOCALPAPER CAPITAL MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
LOCALPAPER.COM LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
NEW WAVE EAST 62 LP | PRIVATE MORTGAGES | $12.1M | $0.1M | 18 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
EIDELSTEIN, JOEL, MICHAEL | Individual | – | PRESIDENT & CCO | 05/2009 | < 5% |
FELDMAN, MARK, (NMN) | Individual | – | MEMBER | 03/2012 | < 5% |
ALERICA, INC. | Domestic Entity | – | OWNER | 06/2012 | 50-75% |
MCF HOLDINGS OF SOUTH FLORIDA, CORP. | Domestic Entity | – | OWNER | 06/2012 | 50-75% |
EIDELSTEIN, JOEL, MICHAEL | Individual | ALERICA, INC. | SHAREHOLDER | 06/1998 | > 75% |
FELDMAN, MARK, (NMN) | Individual | MCF HOLDINGS OF SOUTH FLORIDA, CORP. | SHAREHOLDER | 07/2004 | > 75% |