SourcingSourcing

RIVER PARTNERS CAPITAL MANAGEMENT, LP

C49
CRD 172496·SEC 801-80478·NEW YORK, NY
AUM
$1.32B
$1B+
Est. Revenue
$13.2M
@ 1% on AUM
Est. EBITDA
$4.0M
@ 30% margin
Est. Deal Value
$31.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RIVER PARTNERS CAPITAL MANAGEMENT, LP
CRD
172496
SEC file #
801-80478
EIN
000000000
DBA names
—

Economics

AUM
$1.32B
AUM band
$1B+
AUM trajectory
'20'26
$1.26B → $1.32B▲ +5%
Client mix
Individuals High Net Worth122
Individuals Other59
Pooled Investment Vehicles40
Charitable Organizations6

Operations

Employees (total)
13
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
2 advisors → 5 advisors▲ +150%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
riverpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEVIN 2017 LONG-TERM TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
LEVIN 2017 LONG-TERM TRUST
BRONFMAN ASSOCIATES III
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
RIVERPARTNERS.COM
Rdap Domain Creation Date
2002-05-21T06:46:59Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001628968
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2014-12-23
Edgar Last Filing Date
2026-05-14
Edgar Form D Count
14
Edgar Form D Offerings
2026-05-142026-05-14 · 0001628968-26-000001
2025-05-092025-05-09 · 0001628968-25-000002

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
U.s. Bank10
Charles Schwab4
Fidelity4
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
767 FIFTH AVENUE, 18TH FLOORNEW YORK, NY 10153
Business
767 FIFTH AVENUE, 18TH FLOORNEW YORK, NY 10153
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-05-14 · 0001628968-26-000001
D/A2025-05-09 · 0001628968-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-21T06:46:59Z
Rdap Domain Last Changed
2026-03-16T20:05:59Z
Rdap Nameservers
Chase.ns.cloudflare.comSamara.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (3)

3
LEVIN, JOHN, ANDREW
Executive Officer · 2.5%
1209729
SOCHOL, DAVID, BARRY
Executive Officer · 2.5%
1474984
LABHART, DAVID, JOSEPH
Executive Officer · 2.5%
8158219