Riverside Partners, Llc
- Regulatory AUM
- $13.5B
- Discretionary
- $13.5B
- Clients
- 125
- Avg AUM / client
- $108M
- Accounts
- 125
- Employees
- 248
AUM over time
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 123 | $13.5B | 99.9% |
| Insurance companies | 2 | $14.8M | 0.11% |
Private funds (112)
View all →Reported in Form ADV Section 7.B.(1), filing of May 2024 · $14.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Riverside Micro Cap Fund Vi, L.P / Rmcf Vi Aiv I, L.P. | Private Equity Fund | Delaware | $1.5B | 348 |
| Riverside Micro Cap Fund V, L.P. / Rmcf V Aiv I, L.P. | Private Equity Fund | Delaware | $1.4B | 187 |
| Riverside Capital Appreciation Fund Vii, L.P. / Rcaf Vii Aiv I, L.P. | Private Equity Fund | Delaware | $860M | 155 |
| Riverside Europe Fund Vi, Scsp | Private Equity Fund | Luxembourg | $774M | 61 |
| Riverside Micro Cap Fund Iv, L.P. / Rmcf Iv Aiv I, L.P. | Private Equity Fund | Delaware | $624M | 91 |
| Riverside Micro Cap Fund Iii, L.P. | Private Equity Fund | Delaware | $542M | 90 |
| Riverside Capital Appreciation Fund Vi, L.P. | Private Equity Fund | Delaware | $532M | 96 |
| Riverside Micro Cap Fund Iv A, L.P. | Private Equity Fund | Delaware | $461M | 50 |
| Riverside Europe Fund V, L.P. | Private Equity Fund | Cayman Islands | $450M | 68 |
| Riverside Micro Cap Fund V A, L.P | Private Equity Fund | Delaware | $410M | 37 |
| Riverside Strategic Capital Fund I, L.P. | Private Equity Fund | Delaware | $393M | 56 |
| Riverside Micro Cap Fund Vi A, L.P. | Private Equity Fund | Delaware | $376M | 79 |
| Riverside Europe Fund Vi Civ, Scsp | Private Equity Fund | Luxembourg | $359M | 9 |
| Riverside Value Fund I, L.P. | Private Equity Fund | Delaware | $358M | 108 |
| Riverside Capital Appreciation Fund Vii A, L.P. | Private Equity Fund | Delaware | $347M | 43 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kohl, Stewart, Allen | Co Ceo Riverside Partners, Llc | Dec 1996 (30y) | Less than 5% | |
| Szigethy, Bela, (Nmn) | Co Ceo Riverside Partners, Llc | Dec 1996 (30y) | Less than 5% | |
| Schwartz, Bela, Robert | Cfo Riverside Partners, Llc | May 1998 (28y) | Less than 5% | |
| Boyce, Jennifer, Hanley | Gc And Cco Riverside Partners, Llc | Apr 2012 (14y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Riverside Global Partners, Llc | Sole Managing Member Riverside Partners, Llc | Dec 2007 | A | 75% or more |
| Riverside Investment Management Company, Llc | Member | Nov 2015 | B | ≈ 56.25% – 100% via Riverside Global Partners, Llc |
| Riverside Global Partners, Llc | Non Member Manager | Apr 2017 | B | GP / trustee / elected manager of Riverside Investment Management Company, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Riverside Investment Management Company, Llc: 75% – 100% of Riverside Global Partners, Llc × 75% – 100% direct ≈ 56.25% – 100% 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.
Private funds (112, $14.4B gross assets)
Top 25 of 112 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 28.5 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
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $14.8M (0% of AUM) Jul 2026
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: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗