DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
R•••••••• P•••••••• L••
Latest filing Apr 27, 2026
First filing on the tape Feb 10, 2012 · 24 filings
SEC status approved since Feb 23, 2012
RAUM
$924M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
16
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$924M as of Apr 27, 2026
Mar 21, 2013$1.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 27, 2026
Mar 21, 20130 then
Employees (5.A)16 as of Apr 27, 2026
Mar 21, 201328 then
Private funds6 as of Apr 27, 2026
Mar 21, 20135 then
RAUM -5.1% over the last fiscal year-3.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $154MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -5.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$924M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R•••••••• F••• V•••• L••• | Private Equity Fund | $278M | 23 | Mar 14, 2019 |
| R•••••••• F••• V• S•••• L••• | Private Equity Fund | $200M | 26 | Mar 26, 2021 |
| R•••••••• F••• V• C•••• L••• | Private Equity Fund | $181M | 21 | Mar 26, 2021 |
| R•••••••• F••• V•••• L••• | Private Equity Fund | $149M | 20 | Mar 14, 2019 |
| R•••••••• F••• V• C•••• L••• | Private Equity Fund | $137M | 14 | Mar 26, 2021 |
| R•••••••• F••• V• S•••• L•• | Private Equity Fund | $11.3M | 3 | Mar 26, 2021 |
| R•••••••• F••• I•• L•••no longer reported | Private Equity Fund | $300,000 | 13 | Feb 10, 2012 |
| R•••••••• F••• I• O••••••• L••• | Private Equity Fund | $178,567 | 9 | Feb 10, 2012 |
| R•••••••• F••• V• O•••••••• L••• | Private Equity Fund | $114,703 | 8 | Feb 10, 2012 |
| R•••••••• F••• I•• L••• | Private Equity Fund | $113,871 | 49 | Feb 10, 2012 |
| R•••••••• F••• V• L••• | Private Equity Fund | $4,925 | 66 | Feb 10, 2012 |
| R•••••••• F••• I••• L•••no longer reported | Private Equity Fund | $0 | 0 | Feb 10, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• D••••• L••••• · Managing Member, Investment Committee Membercontrolsince 01/1992 · owns 75% or more
- S•••••••• K••••• F•••••• · Chief Financial Officer; Chief Compliance Officercontrolsince 02/2006 · owns less than 5%
Related persons
Schedule D 7.A
- R•••••••• P••••••• V• C•• L•••pooled vehicle sponsorn
- R•••••••• P••••••• V•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 16 to 13Apr 24, 2025 to Mar 17, 2026
- Employees · 20 to 16Apr 24, 2025 to Mar 17, 2026
- Discretionary RAUM · $973M to $924MApr 24, 2025 to Mar 17, 2026
- Pooled vehicle RAUM · $973M to $924MApr 24, 2025 to Mar 17, 2026
- RAUM · $973M to $924MApr 24, 2025 to Mar 17, 2026
- Financial planning clients · unset to Mar 4, 2025 to Apr 24, 2025
- Advisory employees · 20 to 16Mar 19, 2024 to Mar 4, 2025
- Employees · 27 to 20Mar 19, 2024 to Mar 4, 2025
- Discretionary RAUM · $956M to $973MMar 19, 2024 to Mar 4, 2025
- Pooled vehicle RAUM · $956M to $973MMar 19, 2024 to Mar 4, 2025
- RAUM · $956M to $973MMar 19, 2024 to Mar 4, 2025
- Accounts · 10 to 6Sep 12, 2023 to Mar 19, 2024
- Advisory employees · 19 to 20Sep 12, 2023 to Mar 19, 2024
- Pooled vehicle clients · 10 to 6Sep 12, 2023 to Mar 19, 2024
- Employees · 26 to 27Sep 12, 2023 to Mar 19, 2024
- Private funds · 10 to 6Sep 12, 2023 to Mar 19, 2024
- Discretionary RAUM · $1.0B to $956MSep 12, 2023 to Mar 19, 2024
- Pooled vehicle RAUM · $1.0B to $956MSep 12, 2023 to Mar 19, 2024
- RAUM · $1.0B to $956MSep 12, 2023 to Mar 19, 2024
- Advisory employees · 18 to 19Mar 21, 2022 to Mar 22, 2023
- Employees · 25 to 26Mar 21, 2022 to Mar 22, 2023
- Discretionary RAUM · $1.1B to $1.0BMar 21, 2022 to Mar 22, 2023
- Pooled vehicle RAUM · $1.1B to $1.0BMar 21, 2022 to Mar 22, 2023
- RAUM · $1.1B to $1.0BMar 21, 2022 to Mar 22, 2023
- Accounts · 11 to 10Nov 1, 2021 to Mar 21, 2022
- Advisory employees · 16 to 18Nov 1, 2021 to Mar 21, 2022
- Pooled vehicle clients · 11 to 10Nov 1, 2021 to Mar 21, 2022
- Assets in custody · 848581625.0 to unsetNov 1, 2021 to Mar 21, 2022
- Custody of client assets · true to falseNov 1, 2021 to Mar 21, 2022
- Employees · 23 to 25Nov 1, 2021 to Mar 21, 2022
- Private funds · 11 to 10Nov 1, 2021 to Mar 21, 2022
- Discretionary RAUM · $849M to $1.1BNov 1, 2021 to Mar 21, 2022
- Pooled vehicle RAUM · $849M to $1.1BNov 1, 2021 to Mar 21, 2022
- RAUM · $849M to $1.1BNov 1, 2021 to Mar 21, 2022
- Accounts · 7 to 11Mar 18, 2020 to Mar 26, 2021
- Advisory employees · 20 to 16Mar 18, 2020 to Mar 26, 2021
- Pooled vehicle clients · 7 to 11Mar 18, 2020 to Mar 26, 2021
- Assets in custody · $838M to $849MMar 18, 2020 to Mar 26, 2021
- Employees · 26 to 23Mar 18, 2020 to Mar 26, 2021
- Private funds · 7 to 11Mar 18, 2020 to Mar 26, 2021
Signals
1 dated events
- R•••••••• P•••••••• L•• reported RAUM $1.1B, up 27% from $848.6M (2021-11-01 to 2022-03-21)Mar 21, 2022 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- R•••••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- R•••••••• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/riverside-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- R••••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-351-2800reportedpublic record, Form ADV, Apr 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026