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THE RIVERSIDE COMPANY

Legal name: RIVERSIDE PARTNERS, LLC

CRD 160523File 801-73686
APPROVED
Custody
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$13.53B
Top 10% of cohort (national)
Discretionary AUM
$13.53B
Clients
125
125 accounts
Employees
248
Top 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Mar 30, 2012
Principal office
45 ROCKEFELLER CENTER, 630 FIFTH AVENUE, SUITE 400, NEW YORK, NY, 10111
Phone
212-265-6575

Assets & accounts

ADV Item 5F
Total regulatory AUM
$13.53B
Discretionary AUM
$13.53B
Non-discretionary AUM
$0
Discretionary accounts
125
Non-discretionary accounts
0
Total accounts
125
AUM per client
$108.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Insurance companiesFewer than 5$14.8M
Pooled investment vehicles123$13.52B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees252248decreased by4
Apr 1, 2026Clients121125increased by4
Apr 1, 2026AUM$12,100,793,093$13,530,141,526increased by$1,429,348,433
Apr 1, 2026Accounts121125increased by4
May 1, 2025
vs Oct 1, 2022
Employees244252increased by8
May 1, 2025
vs Oct 1, 2022
Clients102121increased by19
May 1, 2025
vs Oct 1, 2022
AUM$14,119,026,470$12,100,793,093decreased by$2,018,233,377
May 1, 2025
vs Oct 1, 2022
Accounts102121increased by19
Apr 1, 2022Employees233244increased by11
Apr 1, 2022Clients83102increased by19
Apr 1, 2022AUM$11,126,670,500$14,119,026,470increased by$2,992,355,970
Apr 1, 2022Accounts83102increased by19
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “RIVERSIDE COMPANY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RIVERSIDE COMPANY” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.