Investment adviser · CRD 158034
RIVER ASSOCIATES INVESTMENTS (TN), LLC
Investment adviser filing (IA)
CHATTANOOGA, TN, United States · Form ADV filed Mar 19, 2025
- Regulatory AUM
- $801M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 4 | $800,509,000 | 100.0% |
Filing source
Form ADV 1955250 · Mar 19, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
12 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
RIVER VII, LPPrivate Equity Fund · Last reported Mar 19, 2025$440MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-8888689765
- Reported beneficial owners
- 49
- Minimum commitment
- $5M
- Form D file number
- 021-281409
Form ADV 1955250 · Mar 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RIVER VIII, LPPrivate Equity Fund · Last reported Mar 19, 2025$344MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM, LLP US
PCAOB 49
Fund details & source
- Fund ID
- 805-4457902426
- Reported beneficial owners
- 51
- Minimum commitment
- $5M
- Form D file number
- 021-450718
Form ADV 1955250 · Mar 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RIVER VI, LPPrivate Equity Fund · Last reported Mar 19, 2025$9.45MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-6208031173
- Reported beneficial owners
- 44
- Minimum commitment
- $5M
- Form D file number
- 021-157369
Form ADV 1955250 · Mar 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RIVER VI PARALLEL, LPPrivate Equity Fund · Last reported Mar 19, 2025$7.38MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-9810292065
- Reported beneficial owners
- 15
- Minimum commitment
- $5M
- Form D file number
- 021-166958
Form ADV 1955250 · Mar 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RIVER V LPPrivate Equity Fund · Last reported Mar 25, 2020$21.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ELLIOTT DAVIS
PCAOB 149
Fund details & source
- Fund ID
- 805-7681922669
- Reported beneficial owners
- 39
- Minimum commitment
- $5M
- Form D file number
- 021-78922
Form ADV 1397811 · Mar 25, 2020 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RIVER ASSOCIATES PARTNERSHedge Fund · Last reported May 28, 2014$11.9MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-9652818963
- Reported beneficial owners
- 20
- Minimum commitment
- $0
Form ADV 826448 · May 28, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RIVER IV LPPrivate Equity Fund · Last reported Mar 25, 2020$6.04MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ELLIOTT DAVIS
PCAOB 149
Fund details & source
- Fund ID
- 805-2555012979
- Reported beneficial owners
- 20
- Minimum commitment
- $5M
- Form D file number
- 021-56224
Form ADV 1397811 · Mar 25, 2020 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 19, 2025. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Performance-based
Principal office
633 CHESTNUT STREET, SUITE 1640CHATTANOOGA, TN, 37450-1600, United States
CRD 158034
Filing source
Form ADV 1955250 · Mar 19, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.