# Long River Investment Management LLC

> Long River Investment Management LLC is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 298530
- Filed as: LONG RIVER INVESTMENT MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298530
- AdvisorCensus page: https://advisorcensus.com/firm/long-river-investment-management-llc-298530

## Quick answers

**How is Long River Investment Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Long River Investment Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Long River Investment Management LLC registered with the SEC or a state?**
Long River Investment Management LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298530.

**How much does Long River Investment Management LLC manage?**
Long River Investment Management LLC reports $81,775,300 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**What types of clients does Long River Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (11); corporations or other businesses not listed above (3).

**Does Long River Investment Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298530

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $81,775,300
- Discretionary: $81,775,300
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,151,368 |
| High net worth individuals | 42 | $79,326,470 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $297,462 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MO, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- longriverllc.com
- LinkedIn @ethan-oetter-46945216

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Long River Investment Management LLC (CRD 298530): Form ADV filing data as of October 2026.
