other names
  • RIVERBRIDGE
  • RIVERBRIDGE PERSONAL WEALTH ADVISORS
  • RIVERBRIDGE PARTNERS LLC
  • RIVERBRIDGE PARTNERS
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Adviser Profile

As of Date 03/14/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 46 6.98%
of those in investment advisory functions 22 -4.35%
Registration SEC, Approved, 04/10/2000
AUM* 6,877,591,654 9.52%
of that, discretionary 6,877,591,654 9.52%
Private Fund GAV* 0
Avg Account Size 1,555,664 30.38%
% High Net Worth 94.03% 0.67%
SMA’s Yes
Private Funds 0
Contact Info 612 xxxxxxx
Websites

Client Types

- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

9B 8B 7B 5B 4B 3B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker594918104 Stock NameMicrosoft Corporation $ Position$267,356,357 % Position5.00% $ Change0.00% # Change-4.00%
Stck Ticker67066G104 Stock NameNVIDIA Corporation $ Position$321,818,879 % Position5.00% $ Change11.00% # Change-6.00%
Stck Ticker38526M106 Stock NameGrand Canyon Education, Inc. $ Position$209,217,132 % Position4.00% $ Change0.00% # Change-14.00%
Stck Ticker422806109 Stock NameHEICO Corporation $ Position$210,867,640 % Position4.00% $ Change-10.00% # Change-8.00%
Stck Ticker33829M101 Stock NameFive Below, Inc. $ Position$148,380,262 % Position3.00% $ Change10.00% # Change-7.00%
Stck Ticker58506Q109 Stock NameMedpace Holdings, Inc. $ Position$187,713,805 % Position3.00% $ Change38.00% # Change-16.00%
Stck Ticker74935Q107 Stock NameRB Global, Inc. $ Position$180,177,024 % Position3.00% $ Change-4.00% # Change-6.00%
Stck Ticker775711104 Stock NameRollins, Inc. $ Position$117,588,522 % Position2.00% $ Change-1.00% # Change-5.00%
Stck Ticker70432V102 Stock NamePaycom Software, Inc. $ Position$92,573,202 % Position2.00% $ Change-15.00% # Change-5.00%
Stck Ticker70438V106 Stock NamePaylocity Holding Corporation $ Position$91,701,668 % Position2.00% $ Change-19.00% # Change-7.00%

Brochure Summary