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Riverbend Planning Group
RIVERBEND PLANNING GROUP LLC is an SEC-registered investment adviser in CHICAGO, IL. The firm manages $39 million in regulatory assets under management on a...
Riverbend Planning Group
RIVERBEND PLANNING GROUP LLC is an SEC-registered investment adviser in CHICAGO, IL. The firm manages $39 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Riverbend Planning Group a single-family or multi-family office?
Riverbend Planning Group is structured as a multi-family office, serving multiple families rather than a single dynasty. The firm is registered as an RIA with the SEC, which aligns with a multi-family office model that typically manages assets for unrelated clients.
Does Riverbend Planning Group make direct investments or only manage portfolios of publicly traded securities?
The firm's public filings do not specify whether it engages in direct private investments. As a registered RIA, it may allocate to alternative assets including private equity or real estate, but no direct co-investments or fund commitments are confirmed in public sources.
What is the minimum asset threshold for clients at Riverbend Planning Group?
Minimum client asset thresholds are not publicly disclosed. Multi-family RIAs often require $5 million to $10 million in investable assets, but Riverbend Planning Group has not published eligibility criteria.
Who are the principals or investment decision-makers at Riverbend Planning Group?
No principals are named in publicly available sources such as SEC filings or press reports. The firm's ownership and key personnel are not identifiable via public record.
How does Riverbend Planning Group's SEC registration affect its operations?
As an SEC-registered investment advisor, Riverbend Planning Group must adhere to a fiduciary standard, file Form ADV annually, and disclose conflicts of interest. This regulatory framework provides allocators with a baseline of transparency and compliance oversight.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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