Investment adviser · CRD 172496

RIVER PARTNERS CAPITAL MANAGEMENT, LP

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Jun 18, 2026

Regulatory AUM: $1.32B
Client accounts: 310
Employees: 13
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	122	$904,092,598	68.5%
Pooled investment vehicles	40	$326,286,627	24.7%
Individuals	59	$56,725,051	4.3%
Charities	6	$32,178,132	2.4%

Filing source

Form ADV 2108697 · Jun 18, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

10 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

RIVER PARTNERS GLOBAL EQUITY LLCHedge Fund · Last reported Jun 18, 2026$112MGross asset value

Form D fundraising filings

River Partners Global Equity, L.L.C.

Fund administrator WAYSTONE FAIR LAWN, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS & COMPANY LLP MEDFORD, Oregon, United States

Custodian BNY MELLON NA PITTSBURGH, Pennsylvania, United States Related to adviser: No

Custodian CHARLES SCHWAB WESTLAKE, Texas, United States Related to adviser: No

Custodian CITI BANK NA NEW YORK, New York, United States Related to adviser: No

Custodian U.S. BANK MILWAUKEE, Wisconsin, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

CITI BANK NA
LEI E57ODZWZ7FF32TWEFA76

Fund details & source

Fund ID: 805-8059529278
Reported beneficial owners: 37
Minimum commitment: $1M
Form D file number: 021-235348

Form ADV 2108697 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RIVER PARTNERS HEDGE FUND, LLCHedge Fund · Last reported Jun 18, 2026$73.7MGross asset value

Form D fundraising filings

River Partners Hedge Fund, L.L.C.

Fund administrator WAYSTONE FAIR LAWN, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS & COMPANY LLP MEDFORD, Oregon, United States

Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No

Custodian U.S. BANK MILWAUKEE, Wisconsin, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

CITIBANK N.A.
LEI E57ODZWZ7FF32TWEFA76

Fund details & source

Fund ID: 805-3785820106
Reported beneficial owners: 42
Minimum commitment: $1M
Form D file number: 021-230766

Form ADV 2108697 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RIVER PARTNERS PRIVATE INVESTMENT FUND LLCPrivate Equity Fund · Last reported Jun 18, 2026$44.6MGross asset value

Form D fundraising filings

River Partners Private Investment Fund, L.L.C.

Fund administrator WAYSTONE FAIR LAWN, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS & COMPANY LLP MEDFORD, Oregon, United States

Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY SMITH BARNEY LLC ORINDA, California, United States Related to adviser: No

Custodian U.S. BANK MILWAUKEE, Wisconsin, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

CITIBANK N.A.
LEI E57ODZWZ7FF32TWEFA76

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source

Fund ID: 805-8121455693
Reported beneficial owners: 82
Minimum commitment: $1M
Form D file number: 021-239921

Form ADV 2108697 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RIVER PARTNERS WGP OPPORTUNITY LLCOther Private Fund · Last reported Jun 18, 2026$5.32MGross asset value

Form D fundraising filings

River Partners WGP Opportunity, LLC

Fund administrator NAV FUND SERVICES OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS & COMPANY LLP MEDFORD, Oregon, United States

Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

CITIBANK N.A.
LEI E57ODZWZ7FF32TWEFA76

Fund details & source

Fund ID: 805-6023892717
Reported beneficial owners: 18
Minimum commitment: $25.2K
Form D file number: 021-545397

Form ADV 2108697 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RIVER PARTNERS BWDF OPPORTUNITY LLCOther Private Fund · Last reported Jun 18, 2026$4.99MGross asset value

Form D fundraising filings

River Partners BWDF Opportunity, LLC

Fund administrator NAV FUND SERVICES OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS & COMPANY LLP MEDFORD, Oregon, United States

Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No

Custodian U.S. BANK MILWAUKEE, Wisconsin, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

CITIBANK N.A.
LEI E57ODZWZ7FF32TWEFA76

Fund details & source

Fund ID: 805-5112911382
Reported beneficial owners: 15
Minimum commitment: $50.5K
Form D file number: 021-540215

Form ADV 2108697 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RIVER PARTNERS MK 2025 OPPORTUNITY LLCOther Private Fund · Last reported Jun 18, 2026$3.39MGross asset value

Form D fundraising filings

River Partners MK 2025 Opportunity, LLC

Fund administrator NAV FUND SERVICES OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS & COMPANY LLP MEDFORD, Oregon, United States

Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

CITIBANK N.A.
LEI E57ODZWZ7FF32TWEFA76

Fund details & source

Fund ID: 805-9852079583
Reported beneficial owners: 11
Minimum commitment: $50.5K
Form D file number: 021-554565

Form ADV 2108697 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RIVER PARTNERS CV1 OPPORTUNITY LLCOther Private Fund · Last reported Jun 18, 2026$3.23MGross asset value

Form D fundraising filings

River Partners CV1 Opportunity, LLC

Fund administrator NAV FUND SERVICES OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS & COMPANY LLP MEDFORD, Oregon, United States

Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No

Custodian U.S. BANK MILWAUKEE, Wisconsin, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

CITIBANK N.A.
LEI E57ODZWZ7FF32TWEFA76

Fund details & source

Fund ID: 805-5647376929
Reported beneficial owners: 11
Minimum commitment: $102K
Form D file number: 021-528302

Form ADV 2108697 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 18, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

767 FIFTH AVENUE, 18TH FLOOR
NEW YORK, NY, 10153, United States

CRD 172496

Filing source

Form ADV 2108697 · Jun 18, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.