RiverPark Advisors, LLC is a New York-based investment advisory firm and the sponsor of the RiverPark family of mutual funds. The firm aims to deliver "Best in Class" portfolio management services within a select range of style boxes. Alongside its affiliates, RiverPark manages approximately $1.5 billion in mutual funds and separate accounts, spanning seven different strategies in equities, fixed income, and venture capital. Additionally, RiverPark has formed strategic alliances with other investment advisers known for their superior management services.
Mitchell Joseph Rubin founded RiverPark Advisors in 2009 and RiverPark Capital Management LLC in 2006, where he served as Chief Investment Officer & Managing Partner until 2022. Before this, he was Vice President at BAMCO, Inc., a Research Analyst at Smith Barney Asset Management, and a Principal at Latham & Watkins LLP. In 2008, he was an Analyst at Arience Capital Management LP, and in 2006, a Portfolio Manager at Baron Capital, Inc. Rubin earned a graduate degree from Harvard University in 1991 and an undergraduate degree from the University of Michigan in 1988.
Riverpark Advisors is a prominent advisory firm with 7 clients and discretionary assets under management (AUM) totaling $935 million, as of their Form ADV dated March 2024. Their most recent 13F filing for Q1 2024 reported $121,689,234 in managed 13F securities, with the top 10 holdings concentration at 37.4%. The firm's largest holding is Microsoft Corp., with 16,758 shares.
| Fund Name: | RiverPark Advisors |
| Manager | Mitchell Joseph Rubin |
| Portfolio Value | $122,419,777 |
| Change This QTR | +1.01% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AAPL | 31,685 | $7,382,605 | +9% | 6.03% | ||
| 2. | MSFT | 16,703 | $7,187,301 | +2% | 5.87% | ||
| 3. | META | 11,469 | $6,565,314 | -9% | 5.36% | ||
| 4. | GOOGL | 27,217 | $4,513,939 | -7% | 3.68% | ||
| 5. | AMZN | 22,453 | $4,183,667 | +3% | 3.41% |
