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Rivanna Capital, LLC (Charlottesville)


Rivanna Capital, LLC is a large advisory firm based in Charlottesville. It manages $254.17 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Virginia.

Rivanna Capital provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and portfolio management for private funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rivanna Capital: assets under management

The assets under management (AUM) of Rivanna Capital, LLC is $254.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $254.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.31 million each.
Rivanna Capital has custody of $140.25 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rivanna Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlottesville

The principal office where Rivanna Capital, LLC performs its advisory services is located at 600 Peter Jefferson Parkway, Charlottesville, VA 22911, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 434-220-0430 or by fax 434-220-0432. The normal business hours are 9:00 - 5:00 on Monday - Friday.


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