Riverwood Capital Advisors, LLC

Riverwood CapitalAdvisors, LLC is a state-registered, single-advisor investment management firm that provides discretionary, customized separately managed accounts to high‑net‑worth individuals as well as trusts, estates, corporations, partnerships, non‑profits and endowments. The firm manages roughly $30.2 million across about 65 client accounts and invests in equities, fixed income, mutual funds, ETFs and long/short strategies.

The adviser primarily employs a fundamental analysis framework supplemented by technical, cyclical and statistical methods, and constructs portfolios based on each client’s asset allocation, risk tolerance and income needs with ongoing re‑optimization and monthly reviews. With discretionary authority, Riverwood implements a range of strategies — including long‑only growth, aggressive long or long/short equity, options trading and short selling — and may engage in higher‑frequency trading for clients where suitability supports it.

Distinctive features relative to many solo independent advisers include the routine availability of long/short equity, shorting and options strategies at a firm managing modest AUM, and an explicit suitability process for active or leveraged approaches. The firm custodies client assets at Interactive Brokers, takes fees via direct deduction (creating custody), does not accept performance‑based fees, and does not accept proxy‑voting authority for client securities.