Clients
Riverside Partners serves 125 clients, 123 of them pooled investment vehicles. The average client has about $108 million with the firm.
- Pooled investment vehicles123 clients100%
- Insurance companies2 clients0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 123 | $13,515,328,307 | 99.9% | $109.9M |
| Insurance companies | 2 | $14,813,219 | 0.1% | $7.41M |
| Total | 125 | $13,530,141,526 | 100% | $108.2M |
- Clients
- 123
- Regulatory AUM
- $13,515,328,307
- Share
- 99.9%
- Avg. per client
- $109.9M
- Clients
- 2
- Regulatory AUM
- $14,813,219
- Share
- 0.1%
- Avg. per client
- $7.41M
Total
- Clients
- 125
- Regulatory AUM
- $13,530,141,526
- Share
- 100%
- Avg. per client
- $108.2M
What it does
Riverside Partners provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Riverside Partners advises 123 private funds.
100.0% of assets ($13.53B across 125 accounts) are managed with discretion. 12% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Other100%
- Preferred securities and loans100%
Custodians
Riverside Partners’ client accounts are held mainly at J.P. Morgan, with 0% of managed assets. Riverside Partners has custody of client assets.
- OtherJ.P. Morgan, All other custodians100%
Ownership and leadership
Riverside Global Partners, LLC owns 75% or more of Riverside Partners.
- Owns 75% or more of Riverside Partners, LLC
Riverside Global Partners, LLC
Control person · since December 2007
- Owns 75% or more of Riverside Global Partners, LLC
Riverside Investment Management Company, LLC
since November 2015
- Owns 25% to 50% of Riverside Global Partners, LLC
Stewart Kohl
Control person · since December 2007
- Owns 25% to 50% of Riverside Global Partners, LLC
Bela Szigethy
Control person · since December 2007
Leadership
- Jennifer BoyceGC and CCO - Riverside Partners, LLC
- Stewart KohlCo-CEO - Riverside Partners, LLC
- Bela SchwartzCFO - Riverside Partners, LLC
- Bela SzigethyCo-CEO - Riverside Partners, LLC
Staff
- 248 employees
- 108 in advisory functions
Fees
Riverside Partners is paid through a percentage of assets under management and performance-based fees.
Riverside Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Riverside Partners has 12 offices, with 6 listed addresses across 4 states.
California · 3 listed addresses
- 575 Market Street, San Francisco
- 1453 3rd Street Promenade, Santa Monica
- 233 Wilshire Boulevard, Santa Monica
New York · 1 listed address
- 45 Rockefeller Center, 630 Fifth Avenue, Suite 400, New YorkHQ
Ohio · 1 listed address
- 127 Public Square, Cleveland
Texas · 1 listed address
- 5950 Berkshire Lane, Dallas
Other business names
Riverside Partners has reported 1 other business name to the SEC.
- The Riverside Company
Registration details
- Legal name
- Riverside Partners, LLC
- Headquarters
- 45 Rockefeller Center, 630 Fifth Avenue, Suite 400, New York, NY 10111
- Phone
- 212-265-6575
- Website
- www.riverside.ac
- SEC file
- 801-73686
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Riverside Partners have?
Riverside Partners has 125 clients and manages $13.5 billion for them, as of July 2026. They include 123 pooled investment vehicles and 2 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026
What services does Riverside Partners offer?
Riverside Partners provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Riverside Partners use?
Riverside Partners’ separately managed account assets are held at JP Morgan Chase (Newark, DE), with $14,813,219. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026
How many financial advisors does Riverside Partners have?
Riverside Partners has 0 investment adviser representatives registered with state securities authorities, out of 248 employees, and 108 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Riverside Partners invest in?
At the end of its last fiscal year, Riverside Partners’ separately managed accounts held 100% preferred securities and loans. It advises 123 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Riverside Partners?
Riverside Partners is owned through a holding company by Riverside Investment Management Company, LLC, Stewart Kohl and Bela Szigethy. Its direct owner is Riverside Global Partners, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 July 2026
How does Riverside Partners get paid?
Riverside Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file