You're signed outSign in or to get full access.
Riverstone Advisors, LLC
Riverstone Advisors, LLC is a Registered Investment Advisor headquartered in New Braunfels, Texas, founded in 2004. The firm provides independent investment advisory and full-service wealth management tailored to wealthy individuals, families, and select institutions. Their offerings include traditional and alternative asset management, cash flow planning, tax and estate planning, and family office solutions for ultra-high-net-worth families. Riverstone prioritizes fiduciary responsibility, focusing on honesty, transparency, and personalized service to business owners, tech founders, executives, and families seeking long-term wealth strategies. As of 2024, it employs approximately 5 professionals.
Investment Strategy
Riverstone Advisors delivers conflict-free, highly customized financial planning and investment management. Their strategy emphasizes long-term portfolio growth, risk management, and tax efficiency, with deep integration of estate and legacy planning. The firm is distinguished by its tailored approach—constructing portfolios based on individual risk tolerance, life stage, equity compensation, and personal/corporate liquidity events. For eligible clients, Riverstone incorporates both public and private investment opportunities within a diversified, value-driven framework, using an asset-based fee structure, and adapts strategies to changing client needs and market conditions.
Latest 13F Filing Activity
Riverstone Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 59 equity positions with a total 13F market value of $185M. The fund increased holdings in Ishares TR, Amazon Com Inc., Broadcom Inc. among other positions. Riverstone Advisors, LLC reduced exposure to Berkshire Hathaway Inc. Del, Conocophillips, Vanguard Index FDS among others.
Top Holdings
Equity Positions (59)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 28.19% | $52.1M | 83,985 | $383.47 | $620.90 | +$9.9M |
A AMZN | AMAZON COM INC | 9.94% | $18.4M | 83,790 | $87.19 | $219.39 | +$2.5M |
| ALPHABET INC | 8.50% | $15.7M | 89,201 | $57.30 | $176.23 | +$1.8M | |
T TOL | TOLL BROTHERS INC | 6.03% | $11.2M | 97,788 | $38.04 | $114.13 | +$440.6K |
| BERKSHIRE HATHAWAY INC DEL | 5.91% | $10.9M | 22,509 | $238.55 | $485.77 | -$976.4K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more