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.
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 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.
Pierre Mouillon joined the executive team most recently as the Chief Compliance Officer/Investment Analyst.
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.
You can reach the main office by calling the phone number 415-440-1659 or by fax 928-752-3865. The normal business hours are 8:00am-2:30pm on Monday - Friday.