Calm River Capital LLC

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Client assets under management

$12,554,994

Clients

70% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$545,869

About

Calm River Capital provides discretionary portfolio management, consulting, and subadvisory services to individual and high‑net‑worth clients; the firm requires that clients meet the accredited investor standard and prepares an Investment Policy Statement for each account. It focuses its recommendations on equities and ETFs—primarily equity holdings implemented with a covered‑call option strategy—and delivers ongoing portfolio monitoring and monthly custodian reporting.

The firm tailors portfolios to each client’s goals, risk tolerance, and time horizon and employs a range of analytic methods (including fundamental, quantitative, technical, charting, and modern portfolio theory) alongside long‑ and short‑term trading and options strategies. Accounts are generally managed on a discretionary basis, with stated policies to seek fair and equitable allocation of investment opportunities across clients and to document risk tolerances and reviews.

What is distinctive about the firm is the breadth of principals’ outside business activities disclosed in the brochure: certain principals are licensed real estate brokers, maintain law‑related practices, act as sponsors or syndicators of limited partnerships, and hold ownership interests in multiple real estate entities with disclosed time commitments and potential compensation. Those affiliations and the firm’s willingness to act as a subadviser are explicitly identified as potential conflicts of interest (with clients not required to participate in affiliated offerings), making its combination of legal, brokerage, real estate syndication, and advisory activities atypical for firms of this size.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Real estate investing

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

1.50% annually

Main office location

Calm River Capital LLC

Weston CT, United States

Number of offices

Most active in

Connecticut · New York · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 203-208-8250

Advisors at this firm

David W

Series 65

Darien, CT

Calm River Capital LLC

David Winer is a financial advisor with Calm River Capital LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Access Wealth Management and Silver Pine Capital, as well as adjunct faculty membership at Boston University’s Questrom School of Business. He also has experience running a clothing company for 15 years. Calm River Capital LLC provides discretionary portfolio management, consulting, and subadvisory services to individual and high-net-worth clients who meet the accredited investor standard. The firm focuses on equity and ETF investments, employing covered-call option strategies and a combination of fundamental, technical, and quantitative analysis.

Active portfolio management Options & derivatives strategies Real estate investing Founder/Business Owner Executive

Ethan B

Series 65

Weston, CT

Calm River Capital LLC

Ethan Blinder is a financial advisor at Calm River Capital LLC with a Series 65 designation and two years of industry experience. He has been with Calm River Capital since 2022 and is also involved with Nesor New York, LLC. Outside of his advisory role, Blinder holds multiple leadership positions in real estate investment and management companies. Calm River Capital LLC provides discretionary portfolio management, consulting, and subadvisory services to accredited individual and high-net-worth clients. The firm focuses on equity and ETF investments, utilizing covered-call option strategies and a combination of fundamental, technical, and quantitative analysis.

Active portfolio management Options & derivatives strategies Real estate investing Founder/Business Owner Executive

Ari B

Series 65

Weston, CT

Calm River Capital LLC

Ari Blinder is a financial advisor at Calm River Capital LLC with two years of industry experience. He holds a Series 65 credential and has worked in both financial advisory and real estate brokerage, including as Broker/Owner at Simplr LLC. Outside of finance, he is also involved in acting. Calm River Capital LLC provides discretionary portfolio management, consulting, and subadvisory services to accredited individual and high-net-worth clients, focusing on equities and ETFs with an emphasis on covered-call option strategies. The firm employs a variety of analytical methods and maintains a relatively small client base for specialized engagement.

Active portfolio management Options & derivatives strategies Real estate investing Founder/Business Owner Executive

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