SourcingSourcing

RIVERPARK ADVISORS, LLC

C42
CRD 150646·SEC 801-70321·NEW YORK, NY
AUM
$836.0M
$500M-$1B
Est. Revenue
$8.4M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$20.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RIVERPARK ADVISORS, LLC
CRD
150646
SEC file #
801-70321
EIN
000000000
DBA names
—

Economics

AUM
$836.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$2.20B → $836.0M▼ -62%
Client mix
Investment Companies7

Operations

Employees (total)
17
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
10 advisors → 6 advisors▼ -40%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
riverparkfunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RP HOLDING GROUP LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
RP HOLDING GROUP LLC
GENOVA, PAUL, COLIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RIVERPARKFUNDS.COM
Rdap Domain Creation Date
2009-08-13T21:00:39Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001484256
Edgar Registered
Yes
Edgar Filing Count
62
Edgar First Filing Date
2010-02-17
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
55
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001104659-26-061102

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
156 WEST 56TH STREETSUITE 1704NEW YORK, NY 10019
Business
156 WEST 56TH STREETSUITE 1704NEW YORK, NY 10019
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-14 · 0001104659-26-061102
13F-HR2026-02-17 · 0001104659-26-016116
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-13T21:00:39Z
Rdap Domain Last Changed
2025-06-14T08:51:52Z
Rdap Nameservers
Ns53.worldnic.comNs54.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
GENOVA, PAUL, COLIN
Executive Officer · 2.5%
4376330
GILISON, KENNETH, R
Executive Officer · 2.5%
2899584
KELLY, H, MATTHEW
Executive Officer · 2.5%
2472235
SCHAJA, MORDECAI, ALAN
Executive Officer · 2.5%
1606446