Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Riverglades Family Offices, LLC
Why this class: Its own site describes an RIA serving a network of families with generational wealth..
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
- Classification
- Multi-family office
- Description
- RiverGlades Family Offices, LLC, is an SEC Registered Investment Advisor providing bespoke investment management, family wealth consulting and complementary services.
- Headquarters
- Naples, FL
- Office address
- 2640 GOLDEN GATE PKWY, SUITE #105, Naples, FL, 34105
- Business phone
- (239) 263-4079
- Website
- rivergladesfo.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $170M. Regulatory AUM $221M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $221M as of Mar 19, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Jun 24, 2014 · 2 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 24 ($7.9M); Corporations: 5 ($20.8M); Charitable organizations: 7 ($34.9M); High net worth individuals: 34 ($158M)Fact
- Form 13F
- $170M across 87 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
- Sep 13, 2026Multi-family office 90%Its own site describes an RIA serving a network of families with generational wealth.Factverifiedrivergladesfo.com“Having developed a network of like-minded families and similarly motivated individuals”
- Sep 12, 2026Multi-family office 90%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
- Sep 12, 2026Multi-family office 85%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Paul J. Marinelli | Chief Compliance Officer | Operations and finance | phone: 2392634079 (published by the subject, Nov 12, 2025) | sec.gov Fact |
| Paul J. Marinelli | Chief Compliance Officer | Operations and finance | phone: 2392634079 (published by the subject, Nov 12, 2025) | reports.adviserinfo.sec.gov Fact |
| Paul Marinelli | Chief Compliance Officer | Operations and finance | phone: 2392634079 (published by the subject, May 9, 2025) | sec.gov Fact |
| PJ Marinelli | Chief Compliance Officer | Operations and finance | phone: 2392634079 (published by the subject, May 14, 2026) | sec.gov Fact |
inferred only: public equity book 170072937.0
- Public equity book
- $170M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Top 40 positions of 87 for the quarter ended Mar 31, 2026; $151M shown of $170M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | $33.4M | 51,172 | 19.7% |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $13.9M | 216,577 | 8.2% |
| ISHARES TR | CORE S&P MCP ETF | $11.8M | 174,164 | 6.9% |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.0M | 148,510 | 4.7% |
| ISHARES GOLD TR | ISHARES NEW | $7.8M | 88,039 | 4.6% |
| SPDR SERIES TRUST | STATE STREET SPD | $6.6M | 214,568 | 3.9% |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $5.8M | 43,545 | 3.4% |
| ISHARES TR | CORE US AGGBD ET | $5.1M | 51,741 | 3.0% |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.8M | 18,302 | 2.8% |
| SPDR SERIES TRUST | STATE STREET SPD | $4.7M | 157,642 | 2.8% |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | $3.9M | 80,675 | 2.3% |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $3.6M | 74,240 | 2.1% |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.0M | 60,464 | 1.8% |
| ISHARES TR | CORE S&P SCP ETF | $2.5M | 20,363 | 1.5% |
| ISHARES TR | U.S. REAL ES ETF | $2.5M | 26,498 | 1.5% |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $2.3M | 15,919 | 1.4% |
| SELECT SECTOR SPDR TR | STATE STREET IND | $2.3M | 14,374 | 1.4% |
| ISHARES TR | MSCI EAFE ETF | $2.2M | 22,761 | 1.3% |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $2.2M | 44,132 | 1.3% |
| SELECT SECTOR SPDR TR | STATE STREET CON | $2.1M | 19,293 | 1.2% |
| APPLE INC | COM | $1.9M | 7,635 | 1.1% |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.7M | 2,558 | 1.0% |
| MARATHON PETE CORP | COM | $1.5M | 6,300 | 0.9% |
| SELECT SECTOR SPDR TR | STATE STREET COM | $1.5M | 13,644 | 0.9% |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $1.5M | 17,672 | 0.9% |
| SPDR SERIES TRUST | STATE STREET SPD | $1.4M | 29,718 | 0.8% |
| SELECT SECTOR SPDR TR | STATE STREET CON | $1.1M | 13,520 | 0.7% |
| APPLIED MATLS INC | COM | $1.1M | 3,100 | 0.6% |
| VANECK ETF TRUST | GOLD MINERS ETF | $1.0M | 11,344 | 0.6% |
| ALPHABET INC | CAP STK CL A | $966,202 | 3,360 | 0.6% |
| ISHARES TR | MSCI EMG MKT ETF | $954,186 | 16,802 | 0.6% |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $952,868 | 9,750 | 0.6% |
| ENTERPRISE PRODS PARTNERS L | COM | $936,930 | 24,760 | 0.6% |
| VANGUARD INDEX FDS | TOTAL STK MKT | $907,893 | 2,830 | 0.5% |
| HUBBELL INC | COM | $888,240 | 1,810 | 0.5% |
| MICROSOFT CORP | COM | $866,198 | 2,340 | 0.5% |
| ISHARES SILVER TR | ISHARES | $827,901 | 12,150 | 0.5% |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $827,439 | 13,507 | 0.5% |
| KLA CORP | COM NEW | $765,654 | 520 | 0.5% |
| META PLATFORMS INC | CL A | $760,933 | 1,330 | 0.4% |
- Mar 31, 2026 RiverGlades Family Offices LLC increased Select Sector Spdr Tr 22,604 -> 43,545 shares ($6,371,164 -> $5,787,131) sec.gov
- Mar 31, 2026 RiverGlades Family Offices LLC increased Select Sector Spdr Tr 9,544 -> 19,293 shares ($2,287,125 -> $2,102,552) sec.gov
- Sep 30, 2025 RiverGlades Family Offices LLC reduced Vanguard Mun Bd Fds 73,498 -> 54,808 shares ($3,603,605 -> $2,744,257) sec.gov
- Jun 30, 2025 RiverGlades Family Offices LLC increased Spdr Series Trust 93,302 -> 124,297 shares ($2,808,391 -> $3,752,527) sec.gov
- Mar 31, 2025 RiverGlades Family Offices LLC reduced Spdr Ser Tr 49,357 -> 31,011 shares ($2,339,031 -> $1,476,103) sec.gov
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.
- Sep 11, 2026Classification changedRiverglades Family Offices, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)ClassificationInferenceno URL
- Sep 11, 2026Office discoveredRiverglades Family Offices, LLC found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 81 shown.
Score components
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-03-19 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | Marinelli, Paul J | Riverglades Family Offices, LLC | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Advisory services (Form ADV 5.G) | portfolio_management_individuals,selection_of_other_advisers | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2014-06-24 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 2 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | (239) 263-4079 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 34 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"individuals":{"clients":24,"raum_usd":7872377,"fewer_than_5":false},"corporations":{"clients":5,"raum_usd":20810647,"fewer_than_5":false},"charitable_organiza | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | RiverGlades Family Offices, LLC, is an SEC Registered Investment Advisor providing bespoke investment management, family wealth consulting and complementary services. | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) rivergladesfo.com | Fact |
| Description | RiverGlades Family Offices, LLC, is an SEC Registered Investment Advisor providing bespoke investment management, family wealth consulting and complementary services. | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) rivergladesfo.com | Fact |
| Description | RiverGlades Family Offices, LLC, is an SEC Registered Investment Advisor providing bespoke investment management, family wealth consulting and complementary services. | Sep 11, 2026 | Family office and investment company websites (about, team, portfolio, news pages) rivergladesfo.com | Fact |
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar forms | 13F-HR | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Employees | 2 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Filing address | 2640 GOLDEN GATE PKWY, SUITE 105, Naples, FL, 34105 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 2640 GOLDEN GATE PKWY, SUITE 105, Naples, FL, 34105 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 2640 GOLDEN GATE PKWY, SUITE 105, Naples, FL, 34105 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 2640 GOLDEN GATE PKWY, SUITE 105, Naples, FL, 34105 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 2640 GOLDEN GATE PKWY, SUITE 105, Naples, FL, 34105 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 87 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 91 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 86 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 82 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 81 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $170M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $164M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $152M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $139M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $140M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Naples, FL | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Naples, FL | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Naples, FL | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Naples, FL | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Naples, FL | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Naples, FL | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Legal form | Limited Liability Company | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| News read | news-fo-1 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) rivergladesfo.com | Fact |
| Office address | 2640 GOLDEN GATE PKWY, SUITE #105, Naples, FL, 34105 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | multi_family_office “Having developed a network of like-minded families and similarly motivated individuals” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) rivergladesfo.com | Fact |
| Private funds advised | 0 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 200 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| HNW client assets (Form ADV) | $158M | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $221M | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 1 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Website | rivergladesfo.com “office website rivergladesfo.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) rivergladesfo.com | Fact |
| Website | rivergladesfo.com | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) rivergladesfo.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) rivergladesfo.com | Fact |
| Website title | Naples, FL | South Florida | Wealth Management - RiverGlades Family Offices, LLC | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) rivergladesfo.com | Fact |
| Website title | Naples, FL | South Florida | Wealth Management - RiverGlades Family Offices, LLC | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) rivergladesfo.com | Fact |
| Website title | Naples, FL | South Florida | Wealth Management - RiverGlades Family Offices, LLC | Sep 11, 2026 | Family office and investment company websites (about, team, portfolio, news pages) rivergladesfo.com | Fact |