RIVERSTONE ADVISORS, LLC

HTTPS://WWW.LINKEDIN.COM/COMPANY/1931457/ 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 78 clients and discretionary assets under management (AUM) of $136,763,400 (Form ADV from 2017-11-01). Their last reported 13F filing for Q4 2018 included $100,122,000 in managed 13F securities and a top 10 holdings concentration of 66.44%. Riverstone Advisors's largest holding is iShares Core S&P 500 ETF with shares held of 47,373. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 6.32%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 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: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 91,234,000
Total Number of Clients: 78
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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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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