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Stephen Charles Carluccio

Investment adviser representative at Mad River Investors
22 yearsExperience
1 stateRegistered in
$403.5MFirm assets
22 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

22 years in the industry.

  1. Mad River InvestorsFeb 2012 to now
  2. Scc Legal and Business ServicesJan 2004 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 1 state (MA).

Mad River Investors

Legal name: Mrm-horizon Advisors, LLC

$403.5MAssets managed
101Clients
4Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4754644
Firm CRD
130585
Advisor's SEC record (opens in a new tab)
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