Stableriver Capital Management LLC (Atlanta)

Stableriver Capital Management LLC is a large advisory firm based in Atlanta. It manages $8.67 billion of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

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

Stableriver Capital Management: assets under management

The assets under management (AUM) of Stableriver Capital Management LLC is $8.67 billion. The firm's AUM has gone down by -76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.05 billion in discretionary accounts and $619.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $73.19 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $103.32 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stableriver 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 Stableriver Capital Management LLC

Paul Llewellyn Robertson has been acting as President since 1 Jan 2008. William Aitken Turner joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Trusco Capital Management Inc	Parent company	1 Dec 2007	75% - 100%	107346
Inc. Ridgeworth Capital Management	Managing member	1 Dec 2007	75% - 100%	107346
Harold Fredrick Nelson	Chief executive officer; chief investment officer	1 Jan 2008	Other	1002917
Paul Llewellyn Robertson	President	1 Jan 2008	Other	4346029
John Howard Stebbins	Chief financial officer	1 Jan 2008	Other	4774615
Josie Clemons Rosson	Chief compliance officer	1 Jan 2008	Other	2594085
Ashi Sarvabhoum Parikh	Chairman	1 Apr 2008	Other	2682750
Ashi Sarvabhaum Parikh	Chairman	1 Apr 2008	Other	2682750
David Harry Eidson	President and chief operating officer	1 Nov 2010	Other	4380644
William Aitken Turner	Chief operating officer	1 Nov 2011	Other	2503712

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Suntrust Banks	Parent company	1 Nov 1984	75% - 100%	58-1575035

Based in Atlanta

The principal office where Stableriver Capital Management LLC performs its advisory services is located at 3333 Piedmont Road, Ne, Atlanta, GA 30305, which is also the mailing address of the firm. An additional office of the firm is in Orlando, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-845-7651 or by fax 404-845-7694. The normal business hours are 8:30 to 5:00 on Monday - Friday.