RIVERSTONE ADVISORS, LLC

https://www.linkedin.com/company/riverstone-advisors-llc/about/ NEW BRAUNFELS, TX Investment Advisor How do I update this listing?

Riverstone Advisors is based out of New Braunfels. Riverstone Advisors is a large advisory firm with 92 clients and discretionary assets under management (AUM) of $163,353,633 (Form ADV from 2019-01-01). Their last reported 13F filing for Q1 2019 included $118,899,000 in managed 13F securities and a top 10 holdings concentration of 66.72%. Riverstone Advisors's largest holding is iShares Core S&P 500 ETF with shares held of 47,002. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $118.899 Million
  • Prior Market Value $100.122 Million
  • New Purchases5 stocks
  • Additional Purchases5 stocks
  • Sold out of2 stocks
  • Reduced holdings in21 stocks
  • Top 10 Holdings % 66.72 %
  • Turnover % [1]:17.50%
  • Turnover Alt % [2]: 5.05 %
  • Time Held Top20:0.95 quarters
  • Time Held Top10:0.80 quarters
  • Time Held All:0.88 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 4.9%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

RIVERSTONE ADVISORS, LLC

  

Business Phone: 830 715-9300
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TX
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 55,805,500
Total Number of Clients: 92
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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Form 4 - Recent Insider Transactions

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RIVERSTONE ADVISORS, LLC

ownership team - last updated 2019-03-06
Name Title Start Date Direct/Indirect % Ownership
LAMMERS, LESLIE, JEAN PRESIDENT 03/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
RIVERSTONE ADVISORS, LLC PRESIDENT direct 2004-03-01
BARRETT ASSOCIATES INC SHAREHOLDER direct 1998-03-01 2001-01-26
BARRETT ASSOCIATES INC SHAREHOLDER direct 2000-10-01 2001-10-29
RIVERSTONE ADVISORS, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2004-03-01 2015-03-31
TUMLINSON, THOMAS, EDWARD MEMBER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
RIVERSTONE ADVISORS, LLC MEMBER direct 2010-01-01
HANSON, JOHN, ALEXANDER CHIEF COMPLIANCE OFFICER 09/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
RIVERSTONE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-09-01

RIVERSTONE ADVISORS, LLC

ownership team - last updated 2018-04-18
Name Title Start Date Direct/Indirect % Ownership
LAMMERS, LESLIE, JEAN PRESIDENT 03/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
RIVERSTONE ADVISORS, LLC PRESIDENT direct 2004-03-01
BARRETT ASSOCIATES INC SHAREHOLDER direct 1998-03-01 2001-01-26
BARRETT ASSOCIATES INC SHAREHOLDER direct 2000-10-01 2001-10-29
RIVERSTONE ADVISORS, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2004-03-01 2015-03-31
TUMLINSON, THOMAS, EDWARD MEMBER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
RIVERSTONE ADVISORS, LLC MEMBER direct 2010-01-01
HANSON, JOHN, ALEXANDER CHIEF COMPLIANCE OFFICER 09/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
RIVERSTONE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-09-01

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