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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 13, 2019
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 175
      Accounts
    • $7.2M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

1

name start date
John Andrew Levin
April 2006

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Lcs, LLC -- --
    River Partners Capital Management Gp, LLC -- --
    River Partners Capital Management, Lp IAR $1,260,130,735
    RP Tax, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      John Andrew Levin Chairman And Ceo September, 2005 10% to 25%
      Raymond Francis Ottusch Chief Compliance Officer February, 2006 less than 5%
      Elizabeth Levin Trustee (John A. Levin 2005 Grat Separation Trust) September, 2005 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees