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Riverwater Partners LLC
Riverwater Partners LLC is a Milwaukee-based, woman-owned investment advisory and asset management firm founded in 2016. The firm specializes in sustainable, responsible, and ESG (Environmental, Social, Governance) investing, offering services to individuals, families, institutions, non-profits, foundations, and 401(k) plan sponsors. As an independent fiduciary and Certified B-Corp, Riverwater emphasizes client-specific values alignment and impactful investing. The firm employs skilled teams in both investment management and wealth management, and is recognized for leadership in sustainable business.
Investment Strategy
Riverwater Partners LLC focuses on sustainable investing through rigorous ESG (Environmental, Social, Governance) analysis, offering tailored asset allocation and investment strategies aimed at both growing and protecting client wealth. The firm provides discretionary investment management, monitoring client portfolios and managing a range of securities including equities, fixed income, and mutual funds, all with an emphasis on positive societal and environmental impact while striving for competitive financial returns. Riverwater serves both individual and institutional clients, ensuring portfolio strategies reflect specific client missions and responsible investing best practices.
Latest 13F Filing Activity
Riverwater Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 200 equity positions with a total 13F market value of $212M. The fund increased holdings in American Centy Etf TR, Morgan Stanley Etf Trust, American Centy Etf TR among other positions. Riverwater Partners LLC reduced exposure to MR Cooper Group Inc., A-mark Precious Metals Inc., Magnite Inc. among others.
Top Holdings
Equity Positions (200)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CLSE | TRUST FOR PROFESSIONAL MANAG | 5.71% | $12.1M | 519,148 | $14.55 | $23.37 | +$893.0K |
L LOPE | GRAND CANYON ED INC | 2.64% | $5.6M | 29,710 | $121.17 | $189.00 | +$466.3K |
I IDCC | INTERDIGITAL INC | 2.34% | $5.0M | 22,145 | $116.83 | $224.23 | +$378.6K |
A AVSE | AMERICAN CENTY ETF TR | 2.28% | $4.8M | 82,508 | $52.13 | $58.63 | +$1.2M |
E EFV | ISHARES TR | 2.16% | $4.6M | 72,288 | $50.29 | $63.48 | +$328.2K |
Industry Allocation
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