RIA Intel›Advisers›Nevada›NEW RIVER INVESTMENTS INC.

NEW RIVER INVESTMENTS INC.

Advisory

NV

Data as of Jul 15, 2026 · Source: SEC Form ADV

Average account
$629K
across 78 accounts
AUM per adviser
$25M
2 advisers
Filing history
8
filings since 2011

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM
$49M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$49M
Discretionary AUM$49M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients56
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record8
First FilingMar 29, 2011
Latest FilingJul 15, 2026
Full AUM trend chart and 8 historical filings spanning 15+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, FL, GA, LA, NC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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ALPINE ASSET MANAGEMENT LLC
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