← Tributary

MAD RIVER INVESTORS

BOSTON, MA · CRD 130585 · IAPD ↗ · mriver.com · 617-728-0333

$403.5MRegulatory AUM
2Advisory reps
6Employees
0Clients
0Planning clients
2Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — MAD RIVER INVESTORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2025 — MAD RIVER INVESTORS reported RAUM up 58% ($213.5M -> $338.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — MAD RIVER INVESTORS notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.