RIVERVIEW CAPITAL ADVISERS LLC
Adviser information for RIVERVIEW CAPITAL ADVISERS LLC last updated from Form ADV on March 29th, 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 | Massachusetts, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
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 | 534 | $495.8M |
Non-Discretionary | 8 | $31.7M |
Total | 542 | $527.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 87 | $55.3M |
HNW Individuals | 115 | $472.2M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
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 | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUMHourly chargesFixed feesSEE SCHEDULE D. MISCELLANEOUS |
Principal Office
265 FRANKLIN STREETSUITE 1605
BOSTON
MA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 617-423-0080, Fax: 617-423-0092
Chief Compliance Officer
JOSEPH GENTILI
CHIEF COMPLIANCE OFFICER
265 FRANKLIN STREET
SUITE 1605
BOSTON
MA
United States
Tel:
617-423-0080
Fax:
617-423-0092
C*********@*******************M
(Full email address available in API data)
Regulatory Contact
ALAN ARCADIPANE
MANAGING MEMEBER
265 FRANKLIN STREET
SUITE 1605
BOSTON
MA
United States
Tel:
617-423-0080
Fax:
617-423-0092
A***@*******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ARCADIPANE, ALAN, LEONARD | Individual | – | PARTNER | 03/2006 | > 75% |
GENTILI, JOSEPH, R | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2019 | < 5% |
PIENKOWSKA, PAULA, J | Individual | – | MANAGING MEMBER | 01/2018 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 200K | 2K | – |
AFLAC INC | COM | 2M | 20K | – |
ALPHABET INC | CAP STK CL A | 4M | 21K | – |
AMAZON COM INC | COM | 19M | 100K | – |
AMERICAN TOWER CORP NEW | COM | 4M | 22K | – |
APPLE INC | COM | 21M | 102K | – |
ASTRAZENECA PLC | SPONSORED ADR | 1M | 13K | – |
AVALONBAY CMNTYS INC | COM | 5M | 22K | – |
BANK AMERICA CORP | COM | 310K | 8K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 17M | 42K | – |
BLACKSTONE INC | COM | 711K | 6K | – |
BOEING CO | COM | 8M | 43K | – |
BOSTON PROPERTIES INC | COM | 9M | 149K | – |
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 727K | 22K | – |
CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 5M | 178K | – |
CAPITAL ONE FINL CORP | COM | 3M | 19K | – |
CARNIVAL CORP | UNIT 99/99/9999 | 1M | 70K | – |
CARRIER GLOBAL CORPORATION | COM | 7M | 103K | – |
CAVA GROUP INC | COM | 4M | 43K | – |
COCA COLA CO | COM | 4M | 61K | – |
DANAHER CORPORATION | COM | 266K | 1K | – |
DRAFTKINGS INC NEW | COM CL A | 7M | 176K | – |
EDISON INTL | COM | 342K | 5K | – |
ELECTRONIC ARTS INC | COM | 628K | 5K | – |
ENBRIDGE INC | COM | 1M | 36K | – |
EQUITY RESIDENTIAL | SH BEN INT | 4M | 64K | – |
EVERSOURCE ENERGY | COM | 5M | 88K | – |
EXXON MOBIL CORP | COM | 741K | 6K | – |
GOLDMAN SACHS GROUP INC | COM | 609K | 1K | – |
GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 339K | 6K | – |
HOME DEPOT INC | COM | 1M | 3K | – |
HONEYWELL INTL INC | COM | 1M | 5K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 16M | 95K | – |
ISHARES TR | MSCI INDIA ETF | 749K | 13K | – |
ISHARES TR | RUS 1000 VAL ETF | 5M | 27K | – |
ISHARES TR | S&P MC 400GR ETF | 241K | 3K | – |
ISHARES TR | CORE S&P500 ETF | 286K | 522 | – |
ISHARES TR | U.S. TECH ETF | 1M | 10K | – |
ISHARES TR | RUS 1000 GRW ETF | 1M | 3K | – |
JOHNSON & JOHNSON | COM | 1M | 7K | – |
JPMORGAN CHASE & CO. | COM | 419K | 2K | – |
KINDER MORGAN INC DEL | COM | 5M | 238K | – |
KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 598K | 24K | – |
LABCORP HOLDINGS INC | COM SHS | 2M | 8K | – |
LITHIUM AMERICAS ARGENTINA C | COM SHS | 349K | 109K | – |
META PLATFORMS INC | CL A | 425K | 843 | – |
MGM RESORTS INTERNATIONAL | COM | 9M | 208K | – |
MICRON TECHNOLOGY INC | COM | 4M | 28K | – |
MICROSOFT CORP | COM | 10M | 23K | – |
MICROSTRATEGY INC | CL A NEW | 280K | 203 | – |
MOELIS & CO | CL A | 340K | 6K | – |
NETFLIX INC | COM | 1M | 2K | – |
NORWEGIAN CRUISE LINE HLDG L | SHS | 720K | 38K | – |
NVIDIA CORPORATION | COM | 2M | 19K | – |
ORACLE CORP | COM | 205K | 1K | – |
PEPSICO INC | COM | 506K | 3K | – |
PHILLIPS 66 | COM | 4M | 28K | – |
QUEST DIAGNOSTICS INC | COM | 1M | 8K | – |
SALESFORCE INC | COM | 2M | 6K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 368K | 6K | – |
SELECT SECTOR SPDR TR | FINANCIAL | 319K | 8K | – |
SHERWIN WILLIAMS CO | COM | 671K | 2K | – |
SIMON PPTY GROUP INC NEW | COM | 9M | 58K | – |
SIRIUS XM HOLDINGS INC | COM | 35K | 12K | – |
SPDR S&P 500 ETF TR | TR UNIT | 609K | 1K | – |
STANLEY BLACK & DECKER INC | COM | 2M | 21K | – |
STARWOOD PPTY TR INC | COM | 4M | 202K | – |
STRYKER CORPORATION | COM | 2M | 4K | – |
SWEETGREEN INC | COM CL A | 1M | 40K | – |
TESLA INC | COM | 1M | 6K | – |
UNITED PARCEL SERVICE INC | CL B | 5M | 39K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 5M | 17K | – |
VANGUARD INDEX FDS | GROWTH ETF | 8M | 20K | – |
VANGUARD INDEX FDS | MID CAP ETF | 15M | 60K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 21M | 96K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 452K | 10K | – |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 291K | 4K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 5M | 27K | – |
VANGUARD WORLD FD | INF TECH ETF | 254K | 441 | – |
VANGUARD WORLD FD | INDUSTRIAL ETF | 2M | 8K | – |
VICI PPTYS INC | COM | 3M | 107K | – |
VISA INC | COM CL A | 3M | 11K | – |
WALMART INC | COM | 4M | 55K | – |