RIVERGLADES FAMILY OFFICES, LLC
Adviser information for RIVERGLADES FAMILY OFFICES, LLC last updated from Form ADV on March 26th, 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 | Florida, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 152 | $139.6M |
| Non-Discretionary | 53 | $38.5M |
| Total | 205 | $178.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 26 | $6.6M |
| HNW Individuals | 37 | $121.7M |
| 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 | 10 | $27.3M |
| 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 | 8 | $22.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesSELECTION OF OTHER ADVISERS FEES |
Identifiers
| SEC RIA File Number | 801-79857 |
|---|---|
| SEC ERA File Number | 801-79857 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 171584 |
| Legal Entity Identifier | None |
Principal Office
2640 GOLDEN GATE PKWYSUITE #105
NAPLES
FL
United States
Monday - Friday, 8:00 AM - 5 PM
Tel: (239) 263-4079, Fax: None
Chief Compliance Officer
PAUL JOHN MARINELLI
PRESIDENT
2640 GOLDEN GATE PKWY
SUITE 105
NAPLES
FL
United States
Tel:
239-263-4079
P**@****************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 |
|---|---|---|---|---|---|
| MARINELLI, PAUL, J. | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2014 | > 75% |