Two Rivers Capital Management LLC (Chicago)

Two Rivers Capital Management LLC is a large advisory firm based in Chicago. It manages $35.37 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 15 other states.

Two Rivers Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Two Rivers Capital Management: assets under management

The assets under management (AUM) of Two Rivers Capital Management LLC is $35.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.26 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Two Rivers Capital Management LLC for their services and products based on a percentage of assets under management. 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.

Careers at Two Rivers Capital Management LLC

Michael Gerard Okeefe has been acting as President since 1 Jan 2004. Robert Henry Harper has served as the Chief Investment Officer since 1 Jan 2004. Kevin Eugene Silverman joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Gerard Okeefe	President	1 Jan 2004	25% - 50%	1465818
Robert Henry Harper	Chief investment officer	1 Jan 2004	25% - 50%	860938
Kevin Eugene Silverman	Managing director	1 Mar 2004	25% - 50%	1132363

Based in Chicago

The principal office where Two Rivers Capital Management LLC performs its advisory services is located at 200 West Adams, Chicago, IL 60606 5229, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.