Calm River Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,554,994
Clients
23
Advisors
3
across 2 offices
About
Calm River Capital provides discretionary portfolio management, consulting, and subadvisory services to individual and high‑net‑worth clients; the firm requires that clients meet the accredited investor standard and prepares an Investment Policy Statement for each account. It focuses its recommendations on equities and ETFs—primarily equity holdings implemented with a covered‑call option strategy—and delivers ongoing portfolio monitoring and monthly custodian reporting.
The firm tailors portfolios to each client’s goals, risk tolerance, and time horizon and employs a range of analytic methods (including fundamental, quantitative, technical, charting, and modern portfolio theory) alongside long‑ and short‑term trading and options strategies. Accounts are generally managed on a discretionary basis, with stated policies to seek fair and equitable allocation of investment opportunities across clients and to document risk tolerances and reviews.
What is distinctive about the firm is the breadth of principals’ outside business activities disclosed in the brochure: certain principals are licensed real estate brokers, maintain law‑related practices, act as sponsors or syndicators of limited partnerships, and hold ownership interests in multiple real estate entities with disclosed time commitments and potential compensation. Those affiliations and the firm’s willingness to act as a subadviser are explicitly identified as potential conflicts of interest (with clients not required to participate in affiliated offerings), making its combination of legal, brokerage, real estate syndication, and advisory activities atypical for firms of this size.
Client services
Expertise
Occupation focus
Fee options
1.50% annually
Main office
See officeWeston CT
Advisors at this office
2
Offices (2)
Most active in
Connecticut · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
David W
Series 65
Darien, CT
Calm River Capital LLC
David Winer is a financial advisor at Calm River Capital LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Access Wealth Management and Silver Pine Capital, LLC. Outside of his advisory role, he serves as adjunct faculty at Boston University’s Questrom School of Business. Calm River Capital provides discretionary portfolio management, consulting, and subadvisory services to individual and high-net-worth clients, focusing on equities and ETFs implemented primarily through a covered-call option strategy. The firm tailors portfolios to clients’ goals, risk tolerance, and time horizon, employing a variety of analytic methods and trading strategies.
Ethan B
Series 65
Weston, CT
Calm River Capital LLC
Ethan Blinder is a financial advisor at Calm River Capital LLC with a Series 65 designation and two years of industry experience. He has been with Calm River Capital since 2022 and is also involved with Nesor New York, LLC. Outside of his advisory role, Blinder holds multiple leadership positions in real estate investment and management companies. Calm River Capital LLC provides discretionary portfolio management, consulting, and subadvisory services to accredited individual and high-net-worth clients. The firm focuses on equity and ETF investments, utilizing covered-call option strategies and a combination of fundamental, technical, and quantitative analysis.
Ari B
Series 65
Weston, CT
Calm River Capital LLC
Ari Blinder is a financial advisor at Calm River Capital LLC with two years of industry experience. He holds a Series 65 credential and has worked in both financial advisory and real estate brokerage, including as Broker/Owner at Simplr LLC. Outside of finance, he is also involved in acting. Calm River Capital LLC provides discretionary portfolio management, consulting, and subadvisory services to accredited individual and high-net-worth clients, focusing on equities and ETFs with an emphasis on covered-call option strategies. The firm employs a variety of analytical methods and maintains a relatively small client base for specialized engagement.
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