Riverside Partners, LLC

Riverside Partners, LLC is an SEC-registered investment adviser specializing in managing Private Equity Funds since 1989. The firm focuses on investments in growing middle-market healthcare and technology companies, offering long-term capital appreciation. Riverside manages assets totaling $914,099,520 as of December 31, 2024, on a discretionary basis. The firm charges a management fee of 2% of committed capital during the investment period and 2% of outstanding investment capital post-investment period. Carried Interest of 20% is allocated upon the sale of portfolio companies. Riverside engages in in-depth due diligence, strategic advice, and identifies exit options for each Fund. The firm's investment strategy involves direct investments in privately-held companies, with a focus on building companies through expansion or acquisition. Riverside's Investment Committee and Valuation Committee oversee investment decisions and valuation processes. The firm has a Code of Ethics, ensuring high ethical standards and compliance with securities laws. Riverside may utilize placement agents for client referrals and may have custody of client assets due to its affiliation with each Fund's General Partner. The firm has discretion over investment decisions and votes proxies in the best interest of the Funds. Riverside has not had any reportable disciplinary events in the past ten years.