One River Asset Management

Wealth Management Firm in Cos Cob, CT

Firm Info
Address: 3 River Rd, Cos Cob, CT 06807, USA
Phone: (203) 489-1440

Firm Size
Assets Under Management: $2.5 billion
# of Advisors: 13
# of Clients: 14
Client to Advisor Ratio: 1:1
Average Account Size: $177.1 million
# of Offices: 1

Services Offered
  • Portfolio Management Investment Company
  • Portfolio Management of Pooled Investment Vehicles
  • Publication of Periodicals or Newsletters

Types of Clients
  • Investment Companies
  • Pooled Investment Vehicles
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Performance-based Fees

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One River Asset Management, LLC Overview

One River Asset Management, LLC is a registered investment advisory firm that is headquartered in Greenwich, CT. The firm has been in business since 2013 and offers fee-based services to its clients. One River Asset Management, LLC is unique in that it is both a commodity pool operator and advisor, providing investment advice to its clients. The services offered by One River Asset Management, LLC include portfolio management of both investment companies and pooled investment vehicles. This allows clients to have their investments professionally managed, whether they are investing individually or as part of a larger pool. Additionally, the firm publishes periodicals and newsletters to keep clients updated on current market trends and other important information that may affect their investments. Overall, One River Asset Management, LLC is a comprehensive investment advisory firm that can help clients make informed investment decisions based on their individual needs and goals. With its fee-based fee arrangement, the firm is committed to offering transparent and straightforward services that prioritize the client's best interests.

One River Asset Management, LLC caters to an exclusive group of clients, including investment companies and pooled investment vehicles. With specialized expertise in the field of finance, the firm works closely with each of its clients to develop customized investment strategies that align with their financial goals. In addition, ONE RIVER ASSET MANAGEMENT, LLC extends its services to other corporation types as well. Regardless of the type of client, the firm is committed to delivering comprehensive and innovative solutions to drive financial growth. ONE RIVER ASSET MANAGEMENT, LLC offers two fee structures depending on the type of service rendered. Firstly, the firm charges a percentage of assets under management (AUM) as an annual management fee, to provide investors with professional portfolio management services. This fee is calculated as a percentage of the total amount of assets that the firm manages. Secondly, the firm also assesses performance-based fees on its clients, which is calculated based on the returns generated by the investments under its management. This fee arrangement motivates the firm to outperform the market to the benefit of its clients' portfolios. By offering flexible fee structures, ONE RIVER ASSET MANAGEMENT, LLC ensures that its clients receive appropriate and transparent compensation for the services they receive.

Typical Clients, Fee Structures & Investment Minimum

The minimum initial investment for ONE RIVER ASSET MANAGEMENT, LLC is either $100 thousand or $10 million, depending on the Fund (or SP) in which an Investor subscribes. However, lesser amounts may be accepted at the sole discretion of One River. The Clients are subject to a significant account minimum, subject to waiver or modification at the discretion of the One River.

How This Office Can Help Cos Cob, CT Residents

One River Asset Management provides a wide range of investment solutions to individuals and businesses in Cos Cob, CT. The firm is dedicated to helping its clients achieve financial success by offering expert guidance on wealth management, portfolio allocation, risk management, and retirement planning. One River Asset Management works closely with each client to develop customized investment strategies that align with their unique financial goals and objectives. Residents of Cos Cob, CT might face a variety of financial challenges, from managing debt and saving for their children's education to planning for retirement and protecting their assets. One River Asset Management provides the tools, resources, and expertise needed to navigate these complex financial issues. By working closely with clients to understand their unique needs and risk tolerance, the firm is able to develop tailored financial plans that maximize returns and minimize risk. With a focus on long-term investment strategies and a commitment to transparency and accountability, One River Asset Management is a trusted partner for clients in Cos Cob, CT seeking to build a secure financial future.

To view the Minimum Investment and Fee Schedule for One River Asset Management, LLC, visit their Part 2 Brochure.

Services Offered by One River Asset Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by One River Asset Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Other

Types of Clients


This Office Location

Firm location 3 River Rd, Cos Cob, CT 06807, USA
Phone (203) 489-1440
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 3 RIVER ROAD, 2ND FLOOR, GREENWICH, CT 6807, United States

This firm has no other locations.

State Registrations

One River Asset Management, LLC is registered to service clients in the following states:

  • California
  • Connecticut

Disciplinary History

One River Asset Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.