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Riverglades Family Offices LLC
RiverGlades Family Offices LLC is an SEC Registered Investment Advisor headquartered in Naples, Florida. Founded in 2014, the firm delivers bespoke investment management, family wealth consulting, and complementary services primarily to affluent individuals, families with generational wealth, and not-for-profit organizations. As of its most recent filing, the firm manages approximately $194.1 million in assets for 81 clients and operates with a highly customized, client-centric approach. The firm has a small team, consisting of 2 employees, both serving as advisors, and is led by Paul J. Marinelli III.
Investment Strategy
RiverGlades Family Offices provides institutional-level investment management with a personalized approach, emphasizing holistic financial counsel tailored to each client. Their strategy involves optimized portfolio construction, risk analysis, tax and estate planning guidance, and sourcing private deals and niche investments. The firm leverages a network of affluent families to enable knowledge-sharing and peer engagement, with a focus on long-term, generational wealth preservation. The firm also offers performance monitoring, customized reporting, budgeting, cash flow monitoring, and educational opportunities for next-generation family members.
Latest 13F Filing Activity
Riverglades Family Offices LLC filed their most recent 13F report on Jun 30, 2025 disclosing 86 equity positions with a total 13F market value of $152M. The fund increased holdings in Ishares TR, Vanguard Tax-managed FDS, Select Sector SPDR TR among other positions. Riverglades Family Offices LLC reduced exposure to Choice Hotels Intl Inc., Unitedhealth Group Inc., Nvidia Corporation among others.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 20.89% | $31.8M | 51,293 | $386.72 | $620.90 | +$3.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 7.36% | $11.2M | 196,916 | $43.43 | $57.01 | +$1.8M |
I IJH | ISHARES TR | 6.85% | $10.4M | 168,312 | $48.75 | $62.02 | +$716.9K |
V VWO | VANGUARD INTL EQUITY INDEX F | 4.53% | $6.9M | 139,492 | $39.52 | $49.46 | +$861.5K |
F FLRN | SPDR SERIES TRUST | 3.97% | $6.0M | 196,102 | $30.62 | $30.83 | +$461.7K |
Industry Allocation
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