SourcingSourcing

RIVERSIDE PARTNERS, LLC

B52
CRD 160754·SEC 801-73262·BOSTON, MA
AUM
$923.7M
$500M-$1B
Est. Revenue
$9.2M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RIVERSIDE PARTNERS, LLC
CRD
160754
SEC file #
801-73262
EIN
830955840
DBA names
—

Economics

AUM
$923.7M
AUM band
$500M-$1B
AUM trajectory
'20'26
$976.4M → $923.7M▼ -5%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
16
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
23 advisors → 13 advisors▼ -43%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
linkedin.com/company/riverside-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BELLUCK, DAVID, LOWELL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BELLUCK, DAVID, LOWELL
SULLIVAN, KEVIN, FRANCIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:riverside.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Participants
595
Form 5500 Total Compensation
25,000
Form 5500 Compensation Trajectory 3y
202525,000
20240
Form 5500 Plan Count Trajectory 3y
20243
20251
Schedule C Total Compensation
25,000
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001744597
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2018-07-02
Edgar Last Filing Date
2018-07-02
Edgar Form D Count
1
Edgar Form D Offerings
2018-07-022018-07-02 · 0001744597-18-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
C/O RIVERSIDE PARTNERS, LLC699 BOYLSTON STREET, 14TH FLOORBOSTON, MA 02116
Business
C/O RIVERSIDE PARTNERS, LLC699 BOYLSTON STREET, 14TH FLOORBOSTON, MA 02116
Edgar EIN
830955840
Edgar Recent Filings
D2018-07-02 · 0001744597-18-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6019753
Trust Company Affiliate
No

People (2)

2
BELLUCK, DAVID, LOWELL
Direct Owner · 87.5%
6019753
SULLIVAN, KEVIN, FRANCIS
Executive Officer · 2.5%
6019849