A complete list of active advisors currently associated with Riverbridge

Warmer can help you find a great advisor at Riverbridge or one who fits your needs even better.

Riverbridge Partners is an SEC‑registered investment adviser that provides discretionary portfolio management, financial planning, and investment‑consulting services to a broad client base that includes individuals, high‑net‑worth clients, institutions, and investment companies. The firm also serves as investment adviser to the Riverbridge Growth Fund and manages Collective Investment Trusts, and it accepts sub‑advisory and model‑provider engagements for third‑party advisers and platform sponsors. The firm follows an investment‑centric, growth equity process built around five specified quality criteria for companies and operates Enhanced Income strategies that use diversified credit sectors and alternative income vehicles (including closed‑end funds, BDCs and REITs); portfolios are model‑aligned with generally low turnover and a long‑term benchmarking focus. Riverbridge participates on multiple third‑party platforms (wrap, UMA/model‑based programs) and provides both discretionary management and non‑discretionary advice for pooled vehicles and private fund investments. What is distinctive for a multi‑team adviser of this size is the breadth of institutional relationships and roles described in the brochure — including services to sovereign wealth funds, banks and thrift institutions, insurance companies, other investment advisers, state and municipal clients, and portfolio management for pooled and investment company vehicles — and the firm’s use of performance‑based fee arrangements for qualified clients under Rule 205‑3. Riverbridge’s ownership structure (employee ownership via Riverbridge Management Holdings with a minority partner, LPC Monarch) and the fact that employees provided initial capital and hold material investments in the Growth Fund are additional features the firm discloses and manages through allocation and conflict‑of‑interest procedures.

To learn more about the advisors currently working at Riverbridge, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.