Overview
Assets Under Management: $150 million
High-Net-Worth Clients: 2
Average Client Assets: $75.0 million
Frequently Asked Questions
LITTLE RIVER CAPITAL PARTNERS, LP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #331057), LITTLE RIVER CAPITAL PARTNERS, LP is subject to fiduciary duty under federal law.
LITTLE RIVER CAPITAL PARTNERS, LP serves 2 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, LITTLE RIVER CAPITAL PARTNERS, LP offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
LITTLE RIVER CAPITAL PARTNERS, LP manages $150 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, LITTLE RIVER CAPITAL PARTNERS, LP serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $75.0 million
Total Client Accounts: 3
Discretionary Accounts: 3
Regulatory Filings
CRD Number: 331057
Filing ID: 1971832
Last Filing Date: 2025-03-31 18:40:00