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RIVER ROAD ASSET MANAGEMENT, LLC
CRD 134918 · SEC 801-64175
462 SOUTH FOURTH STREET, SUITE 2000, LOUISVILLE, KY, 40202-3466, United States
Phone
502-371-4100
Fax
502-371-4110
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.85B
Discretionary AUM
$9.85B
Team
46 total employees; 22 advisory reps; 28 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)RIVER ROAD ASSET MANAGEMENT LLC IS A MODEL PORTFOLIO PROVIDER.
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $86.6M |
| Investment companies | 13 | $4.48B |
| Pooled investment vehicles | 11 | $1.81B |
| Pension/profit sharing plans | 22 | $1.56B |
| Charitable organizations | 16 | $261.7M |
| State/municipal entities | 7 | $1.52B |
States served
DE, IL, KY, LA, NE, PA, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD