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RIVERSTONE ADVISORS, LLC
CRD 130346 · SEC 801-62778
CA, United States
Phone
914 722-1700
Fax
404 549-7626
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$640.9M
Discretionary AUM
$640.9M
Team
5 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $37.7M |
| High net worth individuals | 84 | $582.2M |
States served
CA, GA, LA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD