Riverstone Advisors is an investment advisor in New Braunfels with $347.25 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
582682410
SEC advisor number
801-62778
FINRA CRD number
130346
AUM ?
$347.25 mm
(as of 8 Mar 22)
Accounts
330
(as of 8 Mar 22)
Employees
3
(3 investment advisory or research)
Address
Riverstone Advisors
480 W. MILL STREET
NEW BRAUNFELS
TX 78130
480 W. MILL STREET
NEW BRAUNFELS
TX 78130
Office hours
Monday - Friday, 9:00 AM TO 5:30 PM
Phone
9147221700
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Lammers, Leslie, Jean | President and Co-chief Investment Officer | 03/2004 | > 75% |
Hanson, John, Alexander | Chief Compliance Officer and Co-chief Investment Officer | 09/2015 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21