Riverbridge Partners Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 108074
· SEC file 801-57432
· Minneapolis, MN
· www.linkedin.com
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ADV data as of Mar 13, 2026
- Regulatory AUM
- $5.0B
- Discretionary
- $5.0B
- Clients
- 3,656
- Avg AUM / client
- $1.4M
- Accounts
- 3,656
- Employees
- 46
AUM over time
$2.6B
$9.4B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $0 | — |
| High net worth individuals | 3,482 | $3.2B | 64.4% |
| Banking or thrift institutions | 0 | $0 | — |
| Investment companies | 2 | $240M | 4.78% |
| Pooled investment vehicles (non-investment companies) | 3 | $333M | 6.62% |
| Pension and profit sharing plans | 17 | $253M | 5.03% |
| Charitable organizations | 60 | $194M | 3.86% |
| State or municipal government entities | 4 | $404M | 8.05% |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 3 | $19.7M | 0.39% |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 82 | $297M | 5.91% |
| Other | 3 | $47.3M | 0.94% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Lumber Employees Local 786 Retirement Fund Trustees Of Lumber Employees 786 Retirement Fund | 2024 | |
| Local Union 786 Building Material Pension Fund Trustees Of Local Union 786 Ibt Material Pension | 2024 | |
| U. A. Local 38 Defined Contribution Pension Plan Board Of Trustees Of U.A. Local 38 Trust Funds | 2024 | |
| United Association National Pension Fund B/O/T United Association National Pension Fund | Alexandria, VA | 2024 |
| Local 786 I.B. Of T. Severance Trust Fund Board Of Trustees Of Local 786 I.B. Of T. Severance Trust Fund | 2024 | |
| National Basketball Association Players' Pension Plan Board Of Trustees Of Nba Players' Pension Plan | 2024 | |
| Faegre Drinker Retirement Savings Plan 1 Faegre Drinker Biddle & Reath Llp | 2024 | |
| Faegre Drinker Retirement Savings Plan 2 Faegre Drinker Biddle & Reath Llp | 2024 | |
| Glaziers Local Union No 558 Pension Fund Glaziers Local Union No 558 Pension Fund | Kansas City, MO | 2024 |
| Northwell Health Pension Plan Northwell Health, Inc. | 2024 |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Moulton, Rick, Donald | Principal/Managing Director Of Equities, Board Of Governors | Mar 2000 (26y) | Less than 5% | |
| Thompson, Mark, Albright | Chief Manager/Chair, Board Of Governors | Jan 2001 (26y) | Less than 5% | |
| Andrew Larkin King | Director Of Relationship Management, Board Of Governors | CFP | Jan 2014 (13y) | Less than 5% |
| Emily Kirsten Soltvedt | Portfolio Manager, Equity Investments, Board Of Governors | Jan 2014 (13y) | Less than 5% | |
| Johnson, Ross, M | Chief Investment Officer, Board Of Governors | Jan 2021 (6y) | Less than 5% | |
| Tennison, Justin, Roy | Chief Operating Officer | May 2021 (5y) | Less than 5% | |
| Stark, Andrea, Lynn | Chief Compliance Officer | Dec 2023 (3y) | Less than 5% | |
| Jay W Higgins | Registered representative | CFP | Jan 2014 (13y) | |
| Jason Michael Ahlgren | Registered representative | CFP Chartered Financial Consultant | Oct 2014 (12y) | |
| Cheryl Jean Starman Coombs | Registered representative | CFP | Jan 2016 (11y) | |
| Austin Lee Cumblad | Registered representative | Aug 2017 (9y) | ||
| Andrew Kelly Harbeck | Registered representative | Apr 2018 (8y) | ||
| Christopher Roman Sebald | Registered representative | CFA | Sep 2020 (6y) | |
| Annie Rani Paul | Registered representative | Jan 2021 (6y) | ||
| Christopher Calin Mc Grann | Registered representative | May 2021 (5y) | ||
| Sarah Verduzco Colton | Registered representative | Dec 2021 (5y) | ||
| Cole Allen Ellefson | Registered representative | CFA | Feb 2022 (4y) | |
| Jenna Reigh Shermoen | Registered representative | Nov 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Riverbridge Management Holdings, Llc | Member | Dec 2023 | A | 50% – 75% |
| Lpc Monarch, Llc | Member | Dec 2023 | A | 25% – 50% |
| Lincoln Peak Capital, Llc | Member | Sep 2023 | B | ≈ 18.75% – 50% via Lpc Monarch, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lincoln Peak Capital, Llc: 75% – 100% of Lpc Monarch, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lumber Employees Local 786 Retirement Fund | Trustees Of Lumber Employees 786 Retirement Fund | 141 | $47.2M | 09/01/2024 |
| Local Union 786 Building Material Pension Fund | Trustees Of Local Union 786 Ibt Material Pension | 992 | $394M | 09/01/2024 |
| U. A. Local 38 Defined Contribution Pension Plan | Board Of Trustees Of U.A. Local 38 Trust Funds | 1,240 | $211M | 07/01/2024 |
| United Association National Pension Fund | B/O/T United Association National Pension Fund | 93,165 | $7.7B | 07/01/2024 |
| Local 786 I.B. Of T. Severance Trust Fund | Board Of Trustees Of Local 786 I.B. Of T. Severance Trust Fund | 1,164 | $41.0M | 06/01/2024 |
| National Basketball Association Players' Pension Plan | Board Of Trustees Of Nba Players' Pension Plan | 525 | $725M | 02/02/2024 |
| Faegre Drinker Retirement Savings Plan 1 | Faegre Drinker Biddle & Reath Llp | 1,298 | $768M | 01/01/2024 |
| Faegre Drinker Retirement Savings Plan 2 | Faegre Drinker Biddle & Reath Llp | 1,274 | $773M | 01/01/2024 |
| Glaziers Local Union No 558 Pension Fund | Glaziers Local Union No 558 Pension Fund | 334 | $47.1M | 01/01/2024 |
| Northwell Health Pension Plan | Northwell Health, Inc. | 26,078 | $2.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $2.0B (39% of AUM) Mar 2026
- Northern Trust $926M (12% of AUM) Mar 2024
- BNY Mellon $859M (12% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗