RIVERSEDGE ADVISORS, LLC

https://www.bluerockriversedge.com/ WILMINGTON, DE Investment Advisor How do I update this listing?

Riversedge Advisors is based out of Wilmington. Riversedge Advisors is a large advisory firm with 705 clients and discretionary assets under management (AUM) of $170,000,000 (Form ADV from 2020-03-17). Their last reported 13F filing for Q1 2020 included $112,846,000 in managed 13F securities and a top 10 holdings concentration of 77.42%. Riversedge Advisors's largest holding is Schwab U.S. Large-Cap ETF with shares held of 237,427. Whalewisdom has at least 4 13F filings

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03/31/2020

13F Activity

  • Market Value $112.846 Million
  • Prior Market Value $84.457 Million
  • New Purchases12 stocks
  • Additional Purchases13 stocks
  • Sold out of15 stocks
  • Reduced holdings in5 stocks
  • Top 10 Holdings % 77.42 %
  • Turnover % [1]:84.38%
  • Turnover Alt % [2]: 61.09 %
  • Time Held Top20:1.35 quarters
  • Time Held Top10:1.20 quarters
  • Time Held All:1.81 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 18.5%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BLUE ROCK RIVERSEDGE
1 AVENUE OF THE ARTS SUITE 2
WILMINGTON DE    19801
Country: United States

Business Phone: (302) 660-3350
Fax: (302) 261-0220
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 705
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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RIVERSEDGE ADVISORS, LLC

ownership team - last updated 2020-03-17
Name Title Start Date Direct/Indirect % Ownership

RIVERSEDGE ADVISORS, LLC

ownership team - last updated 2019-12-26
Name Title Start Date Direct/Indirect % Ownership
CARNEY, BRIAN, JASON MANAGING MEMBER AND PARTNER 08/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
NEWTON ONE ADVISORS, LLC EVP direct 2009-02-01
NEWTON ONE ADVISORS, LLC MEMBER, PARTNER direct 2009-02-01
NEWTON ONE ADVISORS, LLC EVP MEMBER AND PARTNER direct 2009-02-01
NEWTON ONE ADVISORS, LLC EVP MEMBER direct 2009-02-01
MORRIS, JARRETT, FRANKLIN MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER 08/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
RIVERSEDGE ADVISORS, LLC MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER direct 2018-08-01

RIVERSEDGE ADVISORS, LLC

ownership team - last updated 2019-02-11
Name Title Start Date Direct/Indirect % Ownership
CARNEY, BRIAN, JASON MANAGING MEMBER AND PARTNER 08/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
NEWTON ONE ADVISORS, LLC EVP direct 2009-02-01
NEWTON ONE ADVISORS, LLC MEMBER, PARTNER direct 2009-02-01
NEWTON ONE ADVISORS, LLC EVP MEMBER AND PARTNER direct 2009-02-01
NEWTON ONE ADVISORS, LLC EVP MEMBER direct 2009-02-01
MORRIS, JARRETT, FRANKLIN MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER 08/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
RIVERSEDGE ADVISORS, LLC MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER direct 2018-08-01

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