River Road Asset Management, LLC is a large advisory firm based in Louisville. It manages $4.24 billion of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Delaware, Florida, and 8 other states.
River Road Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and river road asset management llc is a model portfolio provider.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of River Road Asset Management, LLC is $4.24 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 15906% since the beginning of its operation, and $1.46 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay River Road Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Stuart Douglas Bilton is investment companies with 8 clients and $1.64 billion of assets under management. Among the 7 most similar advisory firms, River Road Asset Management has the 4th highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $4.17 billion for 123 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 10% of the firm’s clients are foreign persons or businesses.
River Road Asset Management doesn't advise any private funds.
The company employs 44 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 6 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Stuart Douglas Bilton has been acting as President since 1 Mar 2005. Llc Rab Rram joined the executive team most recently as the Member.
The principal office where River Road Asset Management, LLC performs its advisory services is located at 462 South Fourth Street, Louisville, KY 40202 3466, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 502-371-4100 or by fax 502-371-4110. The normal business hours are m-th: 8:30am - 5:30pm; f: 8:30am-4pm on Monday - Friday. You can find more information about the New York firm at riverroadam.com.