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Riverwater Partners LLC

● SEC registered since 2019CRD 283540SEC# 801-117635Milwaukee, WI
Export (members)
Reg. AUM
$600.2M
Employees
11
Accounts
190
Location
Milwaukee, WI

Riverwater Partners LLC assets under management

Riverwater Partners LLC is an SEC-registered investment adviser based in Milwaukee, WI. The firm has been registered since 2019. It reports $600.2 million in regulatory assets under management and employs 11 people.
www.instagram.com/riverwater_partnersView on SEC.gov ↗

Riverwater Partners LLC owners & executives

6 reported
NameTitleOwnershipSince
Adam Jonathan Peck ControlMember And Chief Investment Officer25-50%2016
Cynthia Kay BohlenChief Mindfulness OfficerUnder 5%2019
Kirk Scott FoxPartner And Director Of ResearchUnder 5%2024
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Frequently asked questions

How much does Riverwater Partners LLC manage?

Riverwater Partners LLC reports $600.2 million in regulatory assets under management on its Form ADV.

How many employees does Riverwater Partners LLC have?

Riverwater Partners LLC reports 11 employees.

Where is Riverwater Partners LLC located?

Riverwater Partners LLC is based in Milwaukee, WI and has been SEC-registered since 2019.

Does Riverwater Partners LLC disclose fund performance?

Riverwater Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1433 N. Water Street, Suite 303, Milwaukee, WI 53202
Phone414-858-8000
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1882572
Discloses disciplinary historyNo

Assets under management

Discretionary$245.3M
Non-discretionary$354.9M
Total (RAUM)$600.2M