Overview
Assets Under Management: $338 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Frequently Asked Questions
MAD RIVER INVESTORS 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 #130585), MAD RIVER INVESTORS is subject to fiduciary duty under federal law.
MAD RIVER INVESTORS is headquartered in BOSTON, MA.
MAD RIVER INVESTORS serves 95 high-net-worth clients according to their SEC filing dated January 09, 2026. View client details ↓
According to their SEC Form ADV, MAD RIVER INVESTORS offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MAD RIVER INVESTORS manages $338 million in client assets according to their SEC filing dated January 09, 2026.
According to their SEC Form ADV, MAD RIVER INVESTORS 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 187
Discretionary Accounts: 172
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 130585
Filing ID: 2038782
Last Filing Date: 2026-01-09 05:29:17