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LITTLE RIVER CAPITAL PARTNERS, LP

Legal name: LITTLE RIVER CAPITAL PARTNERS, LP.

CRD 331057File 801-130448
APPROVED
Custody
Filing as of May 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$160.1M
Bottom 25% of cohort (national)
Discretionary AUM
$160.1M
Clients
1
6 accounts
Employees
8

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
BRO
Registration date
Jun 7, 2024
Principal office
Not reported
Phone
917-224-7259

Assets & accounts

ADV Item 5F
Total regulatory AUM
$160.1M
Discretionary AUM
$160.1M
Non-discretionary AUM
$0
Discretionary accounts
6
Non-discretionary accounts
0
Total accounts
6
AUM per client
$160.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$51K
Other investment advisersFewer than 5$155.7M
High net worth individualsFewer than 5$188K
Pooled investment vehicles1$4.2M

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
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
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, 2026Employees48increased by4
Apr 1, 2026CustodyNoYes
Apr 1, 2026Clients21decreased by1
Apr 1, 2026AUM$150,000,000$160,104,368increased by$10,104,368
Apr 1, 2026Accounts36increased by3
May 1, 2025Registration—APPROVED

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

See plans that list “LITTLE RIVER” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LITTLE RIVER” 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.