Hedge Fund Database

RIVERBRIDGE

RIVERBRIDGE PARTNERS LLC Legal Name

Adviser information for RIVERBRIDGE last updated from Form ADV on March 15th, 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
Fiscal Year End DECEMBER
Legal Location Minnesota, United States

Employees

Total Number of Employees 45
Investment Advisory/Research 23
Registered Broker-Dealer Representatives 9
Registered State Investment Advisers 21
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 4,771 $7.4B
Non-Discretionary 0 $0
Total 4,771 $7.4B

Clients

Type Number RAUM
Individuals <5 $0
HNW Individuals 4,458 $3.5B
Banking or thrift institutions <5 $44.9M
Investment companies 2 $333.0M
Business development companies 0 $0
Pooled investment vehicles 3 $525.5M
Pension and profit sharing plans 40 $746.8M
Charitable organizations 97 $402.6M
State or municipal gov entities 10 $1.2B
Other investment advisers <5 $0
Insurance companies <5 $55.7M
Sovereign wealth funds and foreign official institutions <5 $0
Corporations or other businesses 154 $586.9M
Other <5 $52.4M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 2
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPublication of periodicals or newslettersEducational seminars/workshops
Compensation % of AUMPerformance-based fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 1.6B
Both for Same 0
Portfolio Manager to Program Sponsor
ROBERT W. BAIRD & CO. INC. INVESTMENT CONSULTING SERVICES ROBERT W. BAIRD & CO. INCORPORATED
AMERIPRISE SELECT SEPARATE ACCOUNT PROGRAM AMERIPRISE FINANCIAL SERVICES, LLC
RBC WEALTH MANAGEMENT-SPONSORED CONSULTING SOLUTIONS RBC CAPITAL MARKETS, LLC
SCHWAB MANAGED ACCOUNT SELECT & MANAGED ACCOUNT ACCESS CHARLES SCHWAB & CO., INC.
STRATEGIC INVESTMENT SERVICES (STRATIS) PROGRAM J.P. MORGAN SECURITIES LLC
INVESTMENT MANAGEMENT CONSULTING PROGRAM THOMAS WEISEL PARTNERS LLC
FIDUCIARY SERVICES CITIGROUP GLOBAL MARKETS INC.
PORTFOLIO MANAGER PROGRAM CHASE INVESTMENT SERVICES CORP.
ACCESS & STRATEGIC WEALTH PORTFOLIO PROGRAMS UBS FINANCIAL SERVICES INC.
STIFEL MANAGED ASSETS PROGRAM STIFEL, NICOLAUS & COMPANY, INCORPORATED
LOCKWOOD MANAGED ACCOUNT UTILITY/MANAGED ACCOUNT COMMAND BENJAMIN F. EDWARDS & COMPANY, INCORPORATED
LOCKWOOD MANAGED360 BNY MELLON ADVISORS, INC.
MANAGER SELECT PROGRAM/MANAGER ACCESS SELECT PROGRAM LPL FINANCIAL LLC
LOCKWOOD MANAGED ACCOUNT UTILITY/MANAGED ACCOUNT COMMAND PERSHING ADVISOR SOLUTIONS LLC
LOCKWOOD MANAGED ACCOUNT UTILITY/MANAGED ACCOUNT COMMAND &PARTNERS

Identifiers

SEC RIA File Number 801-57432
SEC ERA File Number 801-57432
SEC CIK Numbers 1112325
SEC CRD Numbers 108074
Legal Entity Identifier None

Principal Office

80 SOUTH EIGHTH STREET
SUITE 1500
MINNEAPOLIS
MN
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 612-904-6200, Fax: 612-904-6250

Websites

www.linkedin.com/company/riverbridge-partners-llc/mycompany/ www.riverbridge.com vimeo.com/riverbridge www.introtoriverbridge.com

Chief Compliance Officer

ANDREA STARK
CHIEF COMPLIANCE OFFICER
80 SOUTH EIGHTH STREET
SUITE 1500
MINNEAPOLIS
MN
United States
Tel: 612-904-6220
(Full email address available in API data)

Regulatory Contact

JUSTIN TENNISON
CHIEF OPERATING OFFICER
80 SOUTH EIGHTH STREET
SUITE 1500
MINNEAPOLIS
MN
United States
Tel: 612-904-6262
(Full email address available in API data)

Industry Affiliates

QUADRIS LLC Sponsor, GP, manager of pooled investment vehicles
RELATED PERSON IS NOT A BUSINESS Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
THOMPSON, MARK, ALBRIGHT Individual – CHIEF MANAGER/CHAIR, BOARD OF GOVERNORS 01/2001 < 5%
MOULTON, RICK, DONALD Individual – PRINCIPAL/MANAGING DIRECTOR OF EQUITIES, BOARD OF GOVERNORS 03/2000 < 5%
SOLTVEDT, EMILY, KIRSTEN Individual – PORTFOLIO MANAGER, EQUITY INVESTMENTS, BOARD OF GOVERNORS 01/2021 < 5%
JOHNSON, ROSS, M Individual – CHIEF INVESTMENT OFFICER, BOARD OF GOVERNORS 01/2021 < 5%
TENNISON, JUSTIN, ROY Individual – CHIEF OPERATING OFFICER 05/2021 < 5%
KING, ANDREW, LARKIN Individual – DIRECTOR OF RELATIONSHIP MANAGEMENT, BOARD OF GOVERNORS 12/2023 < 5%
Stark, Andrea, Lynn Individual – CHIEF COMPLIANCE OFFICER 12/2023 < 5%
RIVERBRIDGE MANAGEMENT HOLDINGS, LLC Domestic Entity – MEMBER 12/2023 50-75%
LPC MONARCH, LLC Domestic Entity – MEMBER 12/2023 25-50%
LINCOLN PEAK CAPITAL, LLC Domestic Entity LPC MONARCH, LLC MEMBER 09/2023 > 75%

No. Employees, Historic

5025020202021202220232024202538 on 3/11/202038 on 6/15/202038 on 3/12/202138 on 12/3/202143 on 3/18/202243 on 5/19/202243 on 3/29/202343 on 10/13/202343 on 1/8/202445 on 3/15/2024

RAUM, Historic

10B5B02020202120222023202420255378316627 on 3/11/20205378316627 on 6/15/20208478106077 on 3/12/20218478106077 on 12/3/20219407972571 on 3/18/20229407972571 on 5/19/20226279506470 on 3/29/20236279506470 on 10/13/20236279506470 on 1/8/20247429289527 on 3/15/2024

No. Clients, Historic

6,0003,00002020202120222023202420253633 on 3/11/20203633 on 6/15/20204919 on 3/12/20214919 on 12/3/20215921 on 3/18/20225921 on 5/19/20225263 on 3/29/20235263 on 10/13/20235263 on 1/8/20244771 on 3/15/2024

Holdings

From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
Accenture Plc COM 1M 4K –
ACV Auctions, Inc. COM 64M 3M –
Alarm.com Holdings, Inc. COM 80M 1M –
Align Technology, Inc. COM 67M 280K –
Alkami Technology, Inc. COM 5M 185K –
Allianz SE Unsponsored ADR COM 260K 9K –
Alphabet, Inc. Class A COM 66M 365K –
Alphabet, Inc. Class C COM 48M 263K –
Amazon.com, Inc. COM 139M 720K –
Ambev SA Sponsored ADR COM 51K 25K –
AMN Healthcare Services, Inc. COM 17M 341K –
Analog Devices, Inc. COM 101M 442K –
Ansys, Inc. COM 126M 392K –
Apple Inc. COM 7M 34K –
Banco Bilbao Vizcaya Argentari COM 166K 17K –
Bio-Techne Corporation COM 59M 827K –
BlackLine, Inc. COM 88M 2M –
CCC Intelligent Solutions Hold COM 75M 7M –
Certara, Inc. COM 37M 3M –
Charles River Laboratories Int COM 60M 289K –
Chemed Corporation COM 48M 88K –
Cognex Corporation COM 75M 2M –
CoStar Group, Inc. COM 143M 2M –
Danaher Corporation COM 71M 285K –
Dassault Systemes SA Sponsored COM 209K 6K –
DBS Group Holdings Ltd Sponsor COM 281K 3K –
Descartes Systems Group, Inc. COM 88M 911K –
Dollar General Corporation COM 2M 17K –
DoubleVerify Holdings, Inc. COM 61M 3M –
Doximity, Inc. COM 37M 1M –
Ecolab, Inc. COM 4M 16K –
Ensign Group, Inc. COM 158M 1M –
Entegris, Inc. COM 57M 423K –
Equifax, Inc. COM 5M 19K –
Exponent, Inc. COM 90M 947K –
Fair Isaac Corporation COM 28M 19K –
Fastenal Company COM 141M 2M –
Fiserv, Inc. COM 459K 3K –
Five Below, Inc. COM 150M 1M –
Five9, Inc. COM 31M 701K –
Floor & Decor Holdings, Inc. COM 129M 1M –
Fomento Economico Mexicano SAB COM 204K 2K –
Freshpet, Inc. COM 129M 994K –
Gentex Corporation COM 320K 10K –
Glaukos Corporation COM 58M 493K –
Globant S.A. COM 229M 1M –
GoDaddy, Inc. COM 68M 484K –
Goosehead Insurance, Inc. COM 20M 341K –
Grand Canyon Education, Inc. COM 226M 2M –
Grid Dynamics Holdings, Inc. COM 34M 3M –
Guidewire Software, Inc. COM 141M 1M –
Haier Smart Home Co., Ltd. Uns COM 211K 16K –
Haleon PLC Sponsored ADR COM 182K 22K –
HEICO Corporation COM 224M 1M –
Hillman Solutions Corporation COM 7M 787K –
IDEXX Laboratories, Inc. COM 53M 110K –
Infineon Technologies AG Spons COM 244K 7K –
Ishares Core S&P 500 Etf COM 7M 12K –
iShares Core S&P U.S. Growth E COM 3M 23K –
Ishares Tr Russell 1000 COM 656K 2K –
Ishares Tr Russell 2000 COM 2M 9K –
Ishares Tr Russell 2000 Growth COM 2M 8K –
Jack Henry & Associates, Inc. COM 28M 172K –
Jamf Holdings Corporation COM 28M 2M –
Johnson & Johnson COM 2M 12K –
Kadant, Inc. COM 59M 202K –
Kinsale Capital Group, Inc. COM 114M 295K –
Kornit Digital Ltd. COM 25M 2M –
L'Oreal SA Unsponsored ADR COM 215K 2K –
Linde Plc COM 6M 14K –
Manulife Finl Corp Com COM 222K 8K –
Medpace Holdings, Inc. COM 221M 536K –
Microsoft Corporation COM 264M 590K –
Motorola Solutions, Inc. COM 34M 87K –
Neogen Corporation COM 32M 2M –
Netflix Inc. COM 41M 61K –
NVIDIA Corporation COM 259M 2M –
Option Care Health, Inc. COM 50M 2M –
Oracle Corporation COM 678K 5K –
OrthoPediatrics Corporation COM 13M 458K –
Paychex, Inc. COM 2M 18K –
Paycom Software, Inc. COM 85M 593K –
Paycor HCM, Inc. COM 28M 2M –
Paylocity Holding Corporation COM 107M 812K –
Pennant Group, Inc. COM 26M 1M –
PepsiCo, Inc. COM 3M 18K –
Phreesia, Inc. COM 17M 779K –
Power Integrations, Inc. COM 41M 582K –
Powerschool Holdings, Inc. COM 53M 2M –
Privia Health Group, Inc. COM 89M 5M –
Procter & Gamble Company COM 3M 17K –
Progyny, Inc. COM 53M 2M –
RB Global, Inc. COM 221M 3M –
Repligen Corporation COM 67M 528K –
Roche Holding Ltd. ADR COM 1M 42K –
Rockwell Automation Com COM 2M 8K –
Rollins, Inc. COM 143M 3M –
S&P Global, Inc. COM 82M 184K –
Salesforce, Inc. COM 82M 318K –
SAP SE Sponsored ADR COM 272K 1K –
ServiceNow, Inc. COM 89M 113K –
Shell PLC Sponsored ADR COM 243K 3K –
Snap-on, Inc. COM 3M 10K –
SPS Commerce, Inc. COM 145M 772K –
Squarespace, Inc. COM 35M 795K –
Starbucks Corporation COM 42M 538K –
Stevanato Group SpA COM 22M 1M –
Stryker Corp Com COM 408K 1K –
Symbotic, Inc. COM 327K 9K –
Taiwan Semiconductor Manufactu COM 291K 2K –
Target Corporation COM 242K 2K –
Tesla, Inc. COM 44M 220K –
TJX Companies, Inc. COM 4M 39K –
Toast, Inc. COM 40M 2M –
Trade Desk, Inc. COM 43M 442K –
Transcat, Inc. COM 24M 201K –
Tyler Technologies, Inc. COM 197M 392K –
U.S. Physical Therapy, Inc. COM 32M 348K –
Unicharm Corporation Sponsored COM 80K 12K –
UnitedHealth Group, Inc. COM 79M 155K –
VANGUARD INDEX FDS EXTEND MKT COM 8M 50K –
Vanguard Index Fds Stk Mrk Etf COM 248K 925 –
Veeva Systems, Inc. COM 72M 393K –
Veralto Corporation COM 284K 3K –
Verisk Analytics, Inc. COM 104M 387K –
Visa, Inc. COM 48M 184K –
Walmart, Inc. COM 3M 38K –
Watsco, Inc. COM 63M 135K –
West Pharmaceutical Services, COM 160M 487K –
WillScot Mobile Mini Holdings COM 44M 1M –
Workday, Inc. Class A COM 1M 6K –
Workiva, Inc. COM 134M 2M –
ZoomInfo Technologies, Inc. COM 17M 1M –
Zscaler, Inc. COM 804K 4K –
Fidelity 500 Index Fund Inst COM 458K 2K –
Riverbridge Growth Fund - Inst COM 22M 678K –
Vanguard Index Tr 500 Index Ad COM 3M 7K –
Ares Capital Corporation BDC 1M 49K –
Golub Capital BDC, Inc. BDC 612K 39K –
Sixth Street Specialty Lending BDC 2M 71K –
Blackrock Credit Allocation CEF 593K 55K –
Blackrock Taxable Municipal Bo CEF 557K 34K –
Blackstone Strategic Credit Fu CEF 919K 77K –
Brookfield Real Assets Income CEF 1M 83K –
Eaton Vance Limited Duration I CEF 196K 20K –
First Trust High Yield Opportu CEF 144K 10K –
FS Credit Opportunities Corp CEF 1M 194K –
Insight Select Income Fund CEF 468K 29K –
John Hancock Income Securities CEF 879K 81K –
John Hancock Investors Trust CEF 373K 28K –
Nuveen Taxable Municipal Incom CEF 661K 43K –
PGIM Short Duration High Yield CEF 1M 67K –
PIMCO Dynamic Income Opportuni CEF 672K 51K –
Pioneer Floating Rate Trust CEF 782K 81K –
Principal Real Estate Income F CEF 2M 162K –
Putnam Premier Income Trust CEF 440K 123K –
RiverNorth/DoubleLine Strategi CEF 1M 153K –
TCW Strategic Income Fund CEF 692K 146K –
Western Asset Mortgage Defined CEF 974K 82K –
BlackRock 2030 Municipal Targe NCEF 710K 34K –
BlackRock Muni Intermediate Du NCEF 1000K 81K –
BlackRock MuniHoldings Fund In NCEF 604K 50K –
BlackRock MuniVest Fund, Inc. NCEF 344K 48K –
BNY Mellon Municipal Bond Infr NCEF 529K 50K –
BNY Mellon Strategic Municipal NCEF 604K 102K –
DWS Municipal Income Trust NCEF 805K 85K –
Federated Premier Municipal In NCEF 526K 46K –
Invesco Municipal Opportunity NCEF 969K 96K –
Invesco Municipal Trust NCEF 571K 57K –
Invesco Quality Municipal Inco NCEF 767K 77K –
Invesco Trust for Investment G NCEF 680K 66K –
Nuveen AMT-Free Quality Munici NCEF 1M 126K –
Nuveen Municipal Credit Income NCEF 297K 24K –
Nuveen Quality Municipal Incom NCEF 1M 93K –
Pioneer Municipal High Income NCEF 1M 143K –
Pioneer Municipal High Income NCEF 810K 89K –
RiverNorth Flexible Municipal NCEF 1M 95K –
Western Asset Managed Municipa NCEF 356K 34K –