Firm profile

RIVER PARTNERS CAPITAL MANAGEMENT, LP

NEW YORK, NYCRD 172496Latest ADV March 31, 2026

River Partners Capital Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $1.3B in regulatory assets under management, 13 employees, and 310 accounts.

Assets Under Management
$1.3B
Employees
13
Offices
--
Total Clients
227
Primary office
NEW YORK, NY
767 FIFTH AVENUE, 18TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODavid B. Sochol
CCODavid Labhart
CIODavid B. Sochol

Advisory services offered

3 types reported
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 53.7% of total clients.
Top client categories% of clientsClients
1
HNWI
53.7%
122
2
Individuals
26.0%
59
3
Pooled Investment Vehicles
17.6%
40
4
Charitable
2.6%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.3Bas of March 31, 2026
Discretionary97.9%
$1.3B
98% of total RAUM97.9%
Non-discretionary2.1%
$27M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.3B
Total Accounts310
10Y AUM Change$-202M (-13.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee17:1
10Y Employee Change+10 (+333.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.