RIVER TREE CAPITAL MANAGEMENT

RIVER TREE CAPITAL MANAGEMENT is an SEC-registered investment adviser (CRD 165530). Regulatory assets under management: $26.3M.

Registration

• CRD: 165530
• Type: Registered investment adviser
• Phone: (239) 963-1990
• Latest filing: 2026-02-13
• Regulatory AUM: $26.3M
• Discretionary AUM: $26.3M
• Clients: 1
• Accounts: 68

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165530 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search