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RIVERPATH INVESTMENTS LLC
CRD 226671File 801-117564
APPROVED
Retail clients
Filing as of Jan 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$362.9M
Below cohort median (national)
Discretionary AUM
$6.6M
Non-discretionary $356.3M
Clients
232
493 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 31, 2019
- Principal office
- Not reported
- Phone
- 916-467-9290
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $362.9M
- Discretionary AUM
- $6.6M
- Non-discretionary AUM
- $356.3M
- Discretionary accounts
- 21
- Non-discretionary accounts
- 472
- Total accounts
- 493
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $7.1M |
| High net worth individuals | 71 | $175.9M |
| Pension and profit sharing plans | 42 | $136.4M |
| Individuals (other than high net worth individuals) | 115 | $43.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.