River Partners Capital Management, Lp
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 227
- Avg AUM / client
- $5.8M
- Accounts
- 310
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 59 | $56.7M | 4.3% |
| High net worth individuals | 122 | $904M | 68.5% |
| Pooled investment vehicles (non-investment companies) | 40 | $326M | 24.7% |
| Charitable organizations | 6 | $32.2M | 2.44% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $217M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| River Partners Global Equity Llc | Hedge Fund | Delaware | $90.6M | 39 |
| River Partners Hedge Fund, Llc | Hedge Fund | Delaware | $66.7M | 44 |
| River Partners Private Investment Fund Llc | Private Equity Fund | Delaware | $60.0M | 82 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bronfman, Matthew | Sole Shareholder | Dec 2003 (23y) | 75% or more of Ba Iii Acquisition Company Llc (indirect) | |
| John Andrew Levin | Chairman | Oct 2014 (12y) | Less than 5% | |
| Cawood, Cara, Marie | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Sochol, David, Barry | Chief Executiveofficer And Chiefinvestment Officer | Apr 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Levin 2017 Long Term Trust | Limited Partner | Sep 2017 | A | 75% or more |
| Bronfman Associates Iii | Limited Partner | Oct 2014 | A | 5% – 10% |
| River Partners Capital Management Gp, Llc | General Partner | Oct 2014 | A | Less than 5% |
| Levin 2017 Long Term Trust | Sole Member | Sep 2017 | B | ≈ 0% – 5% via River Partners Capital Management Gp, Llc |
| Ba Iii Acquisition Company Llc | Partner | Dec 2003 | B | GP / trustee / elected manager of Bronfman Associates Iii (indirect) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Levin 2017 Long Term Trust: 75% – 100% of River Partners Capital Management Gp, Llc × 0% – 5% direct ≈ 0% – 5% 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, $217M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| River Partners Global Equity Llc | Hedge Fund | $90.6M | $1.0M | 39 |
| River Partners Hedge Fund, Llc | Hedge Fund | $66.7M | $1.0M | 44 |
| River Partners Private Investment Fund Llc | Private Equity Fund | $60.0M | $1.0M | 82 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 3.23 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $735M (56% of AUM) Jun 2026
- BNY Mellon $59.2M (5% 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: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗