Adviser Profile
| As of Date | 06/27/2026 |
| Registration status | Registration Changed to FIVE MILE RIVER INVESTMENT MANAGEMENT, LLC |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 108,692,772 32% |
| of that, discretionary | 108,692,772 32% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 988,116 15% |
| % High Net Worth | 98.18% 2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds