Riverside Portfolio Management, LLC is a large advisory firm based in Miami. It manages $1.08 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida and Illinois.
Riverside Portfolio Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and management of unregistered investment companies in fund of funds structures. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Riverside Portfolio Management, LLC is $1.08 billion. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Riverside Portfolio Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Akos (Nmn) Beleznay has served as the Chief Investment Officer since 1 May 2014. Joseph George Nicholas joined the executive team most recently as the Chief Executive Officer And President.
The principal office where Riverside Portfolio Management, LLC performs its advisory services is located at 17001 Collins Avenue, Miami, FL 33160, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 786-762-4644. The normal business hours are 8:30a-5:30p on Monday - Friday.