← Back to searchVisit website
RIVERPATH INVESTMENTS LLC
CRD 226671 · SEC 801-117564
CA, United States
Phone
916-467-9290
Fax
888-506-7786
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$362.9M
Discretionary AUM
$6.6M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $43.5M |
| High net worth individuals | 71 | $175.9M |
| Pension/profit sharing plans | 42 | $136.4M |
| Corporations/business entities | 4 | $7.1M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD