SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
River Partners Capital Management, LP
New York, NY
CRD 172496
Firm filing updated June 18, 2026 ·
- $1.3BAssets
- 227Clients
- 5Advisory staff
- 310Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals122
- Individuals59
- Pooled vehicles40
- Charities6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 59 | $56.7 million |
| High net worth individuals | 122 | $904.1 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 40 | $326.3 million |
| Charitable organizations | 6 | $32.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.3 billion
- Accounts310
- Discretionary$1.3 billion · 240 accounts
- Non-discretionary$27.5 million · 70 accounts
People
- Employees13
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 172496, SEC file 801-80478.
- Registered with the SEC as an investment advisor (status date on record: November 21, 2014).
Is River Partners Capital Management, LP a fiduciary?
Short answer: River Partners Capital Management, LP is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.