RIA Intel›Advisers›California›RIBERA INVESTMENT MANAGEMENT, LLC

RIBERA INVESTMENT MANAGEMENT, LLC

Advisory

CA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in CA

#3,200

of 5,480 advisers by AUM

Average account

$2M

across 41 accounts

AUM per adviser

$65M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

41 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

FARADAY CAPITAL, L.P.

$65M

AURUM CAPITAL MANAGEMENT CORP

$64M

FOCUSED MISSION FINANCIAL LLC

$65M

MARATHON RETIREMENT PLANNING, INC

$64M

GAVRICH, SUSAN PRICE

$64M

LAGOS FINANCIAL & INSURANCE SERVICES, INC.

DIAMOND BAR, CA

$64M

Get the full picture on RIBERA INVESTMENT MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RIBERA INVESTMENT MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans