Long River Investment Management LLC

Long River provides discretionary investment management through separately managed accounts to individuals, high‑net‑worth clients, trusts, foundations, corporations, and certain institutional clients. Portfolios are managed under two primary approaches — a concentrated, high‑conviction equity strategy and an ETF‑based, globally diversified strategy — with allocations tailored to client risk tolerance and goals.

The firm’s investment process is fundamentally oriented, seeking companies at a discount to conservatively estimated intrinsic value and favoring long‑term, tax‑efficient ownership with generally low turnover. It maintains a research library and a mosaic research approach, dynamically shifting between its concentrated equity and ETF strategies and often using Berkshire Hathaway as a U.S. index substitute for cost and private‑equity exposure.

Noteworthy for an independent advisor of its size, the firm provides supplementary annual performance reports and advertises performance results, and it accepts corporate and institutional clients in addition to individual and family accounts. Management is led by the firm’s principal (with attendant key‑person risk disclosed in the brochure), and the firm does not accept commissions or sell commissioned products.