Riverpath Investments LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 21, 2026, reports $363M in regulatory assets under management, 5 employees, 3 offices, and 493 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.6% of total clients.
Top client categories% of clientsClients
1
Individuals
49.6%
115
2
HNWI
30.6%
71
3
Pension Plans
18.1%
42
4
Corporations
1.7%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$363Mas of January 21, 2026
Discretionary1.8%
$7M
2% of total RAUM1.8%
Non-discretionary98.2%
$356M
98% of total RAUM98.2%
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$363M
Total Accounts493
10Y AUM Change+$188M (+106.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee46:1
10Y Employee Change+4 (+400.0%)
* 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.