White River Investment Partners, LLC (San Francisco)

White River Investment Partners, LLC is a large advisory firm based in San Francisco. It manages $100.61 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

White River Investment Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

White River Investment Partners: assets under management

The assets under management (AUM) of White River Investment Partners, LLC is $100.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $100.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100.61 million each.

White River Investment Partners has custody of $95.95 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay White River Investment Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at White River Investment Partners, LLC

Pierre Mouillon joined the executive team most recently as the Chief Compliance Officer/Investment Analyst.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Allen Carpe Benello	Chief compliance officer/chief executive officer/portfolio manager	1 Jun 2000	75% - 100%	2712488
Sean Charles Warren	Chief compliance officer/managing director	1 Jun 2005	Other	4310559
Pierre Mouillon	Chief compliance officer/investment analyst	1 Oct 2011	Other	5826132

Based in San Francisco

The principal office where White River Investment Partners, LLC performs its advisory services is located at One Maritime Plaza, Suite 2250, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.