Riverwood Capital Management L.P. (Menlo Park)

Riverwood Capital Management L.P. is a large advisory firm based in Menlo Park. It manages $2.63 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Riverwood Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Riverwood Capital Management: assets under management

The assets under management (AUM) of Riverwood Capital Management L.P. is $2.63 billion. The firm's AUM has grown by 248% since the beginning of its operation, and $2.63 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $2.63 billion in discretionary accounts and $2.75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $328.71 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.37 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Riverwood Capital Management L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Riverwood Capital Management serves?

The only and largest group of clients of Riverwood Capital Management is pooled investment vehicles with 10 clients and $2.63 billion of assets under management. Among the 9 most similar advisory firms, Riverwood Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.63 billion for 10 clients. 100% of the firm’s clients are foreign persons or businesses.

Riverwood Capital Management also advises several private funds. Namely, ten private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Riverwood Capital Management L.P.

The company employs 42 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 5 indirect owners.

Based in Menlo Park

The principal office where Riverwood Capital Management L.P. performs its advisory services is located at 70 Willow Road, Menlo Park, CA 94025, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-618-7300 or by fax 650- 543-0401. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at riverwoodcapital.com/.

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