Riverpark Capital Management Llc
- Regulatory AUM
- $299M
- Discretionary
- $299M
- Clients
- 10
- Avg AUM / client
- $29.9M
- Accounts
- 10
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Investments (13F portfolio — 36 positions, $51,723,145)
13F period Dec 31, 2025| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $3,492,314 | 12,846 | 6.75% | 1.17% |
| 2 | Microsoft Corp | COM | $3,343,265 | 6,913 | 6.46% | 1.12% |
| 3 | Nvidia Corp | COM | $3,312,613 | 17,762 | 6.4% | 1.11% |
| 4 | Amazon.Com Inc | COM | $3,016,125 | 13,067 | 5.83% | 1.01% |
| 5 | Eli Lilly & Co | COM | $2,498,631 | 2,325 | 4.83% | 0.84% |
| 6 | Meta Platforms Inc | CL A | $2,458,835 | 3,725 | 4.75% | 0.82% |
| 7 | Taiwan Semiconductor Manufacturing Co Ltd | SPONSORED ADS | $1,817,870 | 5,982 | 3.51% | 0.61% |
| 8 | Alphabet Inc | CAP STK CL C | $1,746,925 | 5,567 | 3.38% | 0.58% |
| 9 | Alphabet Inc | CAP STK CL A | $1,743,723 | 5,571 | 3.37% | 0.58% |
| 10 | Netflix Inc | COM | $1,598,608 | 17,050 | 3.09% | 0.53% |
| 11 | Uber Technologies Inc | COM | $1,534,350 | 18,778 | 2.97% | 0.51% |
| 12 | Shopify Inc | CL A | $1,486,243 | 9,237 | 2.87% | 0.5% |
| 13 | Charles Schwab Corp/The | COM | $1,456,388 | 14,577 | 2.82% | 0.49% |
| 14 | Mastercard Inc | CL A | $1,377,533 | 2,413 | 2.66% | 0.46% |
| 15 | Walt Disney Co/The | COM | $1,324,738 | 11,644 | 2.56% | 0.44% |
| 16 | Booking Holdings Inc | COM | $1,322,767 | 247 | 2.56% | 0.44% |
| 17 | Visa Inc | COM CL A | $1,318,670 | 3,760 | 2.55% | 0.44% |
| 18 | Intuitive Surgical Inc | COM NEW | $1,307,159 | 2,308 | 2.53% | 0.44% |
| 19 | Blackstone Inc | COM | $1,273,351 | 8,261 | 2.46% | 0.43% |
| 20 | Costco Wholesale Corp | COM | $1,259,016 | 1,460 | 2.43% | 0.42% |
| 21 | Kkr & Co Inc | COM | $1,242,803 | 9,749 | 2.4% | 0.42% |
| 22 | Applied Materials Inc | COM | $1,241,005 | 4,829 | 2.4% | 0.42% |
| 23 | Servicenow Inc | COM | $1,064,364 | 6,948 | 2.06% | 0.36% |
| 24 | Unitedhealth Group Inc | COM | $1,058,333 | 3,206 | 2.05% | 0.35% |
| 25 | Starbucks Corp | COM | $1,052,541 | 12,499 | 2.04% | 0.35% |
Top 25 of 36 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $246M | 82.3% |
| Pension and profit sharing plans | 1 | $53.0M | 17.7% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $210M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Riverpark Ventures Iv Lp | Venture Capital Fund | Delaware | $86.0M | 125 |
| Riverpark Ventures Iii Lp | Venture Capital Fund | Delaware | $83.0M | 90 |
| Riverpark Ventures Ii Lp | Venture Capital Fund | Delaware | $41.0M | 60 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jpmorgan Chase Retirement Plan Jpmorgan Chase Bank, National Association | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schaja, Mordecai, Alan | Chief Executive Officer | May 2009 (17y) | ≈ 18.75% – 50% via Rp Holding Group Llc | |
| Genova, Paul, Colin | Chief Financial Officer | Jun 2009 (17y) | Less than 5% | |
| Kelly, H, Matthew | Chief Marketing Officer | Sep 2010 (16y) | Less than 5% | |
| Gilison, Kenneth, R | Chief Compliance Officer | Oct 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rp Holding Group Llc | Member | Jun 2009 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Schaja, Mordecai, Alan: 25% – 50% of Rp Holding Group Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $210M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Riverpark Ventures Iv Lp | Venture Capital Fund | $86.0M | $250K | 125 |
| Riverpark Ventures Iii Lp | Venture Capital Fund | $83.0M | $250K | 90 |
| Riverpark Ventures Ii Lp | Venture Capital Fund | $41.0M | $250K | 60 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jpmorgan Chase Retirement Plan | Jpmorgan Chase Bank, National Association | 78,270 | $16.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.92 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $248M (39% of AUM) Mar 2019
- Brown Brothers Harriman Investment Services (Japan) Inc. $191M (13% of AUM) Mar 2022
- J.P. Morgan $100M (16% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗