Long River Investment Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$81,775,300
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
53
79% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$1,542,930
About
Long River provides discretionary investment management through separately managed accounts to individuals, high‑net‑worth clients, trusts, foundations, corporations, and certain institutional clients. Portfolios are managed under two primary approaches — a concentrated, high‑conviction equity strategy and an ETF‑based, globally diversified strategy — with allocations tailored to client risk tolerance and goals.
The firm’s investment process is fundamentally oriented, seeking companies at a discount to conservatively estimated intrinsic value and favoring long‑term, tax‑efficient ownership with generally low turnover. It maintains a research library and a mosaic research approach, dynamically shifting between its concentrated equity and ETF strategies and often using Berkshire Hathaway as a U.S. index substitute for cost and private‑equity exposure.
Noteworthy for an independent advisor of its size, the firm provides supplementary annual performance reports and advertises performance results, and it accepts corporate and institutional clients in addition to individual and family accounts. Management is led by the firm’s principal (with attendant key‑person risk disclosed in the brochure), and the firm does not accept commissions or sell commissioned products.
Client services
Portfolio management
Expertise
Active portfolio management
Passive / index investing
Tax-loss harvesting
Fee options
0.75% annually
Account minimum: $1,000,000
Main office location
Long River Investment Management LLC
St. Louis MO, United States
Number of offices
1
Most active in
Long River Investment Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Missouri · South Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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