# Mad River Investors

Mad River Investors is a Bank / Wealth / Trust based in Boston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** mriver.com
- **LinkedIn:** https://www.linkedin.com/company/mad-river-investors

## Regulatory record

- **CRD number:** 130585
- **SEC file number:** 801-62991
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130585

## About

Founded in 1999 and headquartered in Boston, Mad River Investors operates as a registered investment adviser providing discretionary and non-discretionary portfolio management. The firm serves individuals, high-net-worth families, pooled investment vehicles, corporations, and businesses, offering bespoke investment management services across a client base that leans toward concentrated, relationship-driven accounts. The firm constructs portfolios spanning public equities, fixed income, and pooled alternative vehicles, with an emphasis on discretionary mandates that give Mad River authority to execute on behalf of clients. The geographic focus is primarily domestic, with Boston serving as the sole office and investment hub. Mad River Investors maintains a lean operational footprint consistent with a boutique advisory model. The firm does not publicly disclose assets under management, headcount, or named investment principals, placing it among the quieter practitioners in the Boston wealth-management ecosystem. No affiliated philanthropic vehicles, club memberships, or adjacent operating businesses have been identified in public records. What distinguishes Mad River structurally is its posture as a multi-client RIA without a retail or mass-affluent tilt — the firm's ADV filings list high-net-worth individuals and pooled vehicles as primary client types, a mix more commonly associated with family offices than standard wealth managers. This hybrid identity, combined with a deliberate absence of marketing or public commentary, positions the firm as a discretion-first allocator for a limited number of relationships.

## Questions

### What is Mad River Investors' regulatory status?

Mad River Investors is a registered investment adviser with the SEC, authorized to provide discretionary and non-discretionary portfolio management services. The firm's Form ADV filings list individuals, high-net-worth families, pooled investment vehicles, corporations, and businesses as its client types.

### Does Mad River Investors manage assets on a fully discretionary basis?

Yes. The firm's regulatory disclosures confirm it provides investment advisory services on a discretionary basis alongside non-discretionary arrangements. In discretionary mandates, Mad River holds trading authority and makes portfolio decisions without requiring client approval for each transaction.

### What investment vehicles does the firm use?

Mad River Investors constructs portfolios using a combination of individual securities and pooled investment vehicles. The pooled vehicles referenced in its regulatory filings suggest the firm allocates to third-party funds — including potential alternatives exposure — in addition to direct security selection.

### Who are Mad River Investors' primary clients?

The firm serves high-net-worth individuals, pooled investment vehicles, corporations, and other businesses. Its client mix — emphasizing high-net-worth relationships alongside fund vehicles — reflects a boutique mandate distinct from mass-affluent retail advisory practices common in Boston's wealth-management landscape.

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Last updated: 2026-08-11T02:43:31.692Z

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