RiverGlades Family Offices, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$165,643,709
Clients
58
Advisors
2
of 2 employees
About
RiverGlades Family Offices provides advisory services to high‑net‑worth individuals, multigenerational families, charitable organizations, and corporate clients, delivering ongoing portfolio management, external chief investment officer engagements, consulting projects, and selection or oversight of third‑party managers. The firm manages roughly $221 million across a small client base and documents client objectives and constraints in individualized Investment Policy Statements.
The firm’s investment process blends fundamental and technical analysis with modern portfolio theory and a long‑term trading horizon, with equity and fixed‑income exposure typically implemented through ETFs. RiverGlades may operate with discretionary trading authority and, unusually for its peer group, deploys derivatives — including options strategies such as covered calls, cash‑secured puts, and outright options — within separately managed accounts.
What distinguishes RiverGlades from many similarly sized supported firms is its explicit use of derivatives inside SMAs and its formal offering of external CIO services and short‑term consulting engagements that include family governance and legacy planning work. The firm also emphasizes diversified ETF exposures, including commodity and precious‑metals ETFs, and centralizes custody and trading through a single institutional custodian to streamline execution and reporting.
Client services
Expertise
Occupation focus
Fee options
Negotiable flat fee for consulting projects
$0 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $15,000,000: 0.75% $15,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.65% Over $50,000,000+: Negotiated Flat Fee or % of AUM
Main office
2640 Golden Gate Pkwy, Suite #105
Naples FL 34105
Advisors at this office
2
Most active in
Florida
Also doing business as
Marinelli, Paul J · Riverglades Family Offices, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Bertram M
Series 65, Series 66
Naples, FL
RiverGlades Family Offices, LLC
Bertram Martin III is an Investment Advisor Representative with RiverGlades Family Offices, LLC, holding Series 65 and Series 66 credentials and bringing nine years of industry experience. He is also a trustee of the Sister Margaret Freeman Foundation and a volunteer finance committee member at St. Pete Free Clinic. RiverGlades Family Offices provides advisory services to high-net-worth individuals, multigenerational families, charitable organizations, and corporate clients, managing approximately $221 million. The firm combines fundamental and technical analysis with modern portfolio theory, deploying diversified ETF exposures and derivatives strategies within separately managed accounts, and offers external CIO services alongside consulting projects.
Paul M
CFA®, Series 66
Naples, FL
RiverGlades Family Offices, LLC
Paul Marinelli is a CFA® charterholder with 21 years of industry experience and has been with RiverGlades Family Offices, LLC since 2014. He is also a principal of Arcus Family Office Services, LLC, which provides personal financial reporting, bill pay, and administrative services to high net-worth individuals and families. Additionally, Marinelli holds minority interests in Hestia Holdings, LLC and Hestia Management, LLC, both private companies involved with private funds. RiverGlades Family Offices serves high-net-worth individuals, multigenerational families, charitable organizations, and corporations with portfolio management, external Chief Investment Officer services, and consulting engagements. The firm combines fundamental and technical analysis with modern portfolio theory, using ETFs, publicly traded real estate funds, fixed income securities, and TIPS, and offers options strategies and derivatives in separately managed accounts.
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