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RiverPoint Capital Management

RiverPoint Capital Management
1995 FOUNDED
PRIVATE STATUS
11-50 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Owner and operator of an investment management firm. The company offers retirement planning, estate planning, financial planning, insurance planning and charitable giving services to its clients and engages in managing separate client-focused equity, fixed income and balanced portfolios. It invests in the public equity and fixed income markets of the United States.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Specialized Finance
Primary Office
312 Walnut Street
Suite 2300
Cincinnati, OH 45202
United States

+1 (513) 421-3100

RiverPoint Capital Management Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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RiverPoint Capital Management Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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RiverPoint Capital Management Executive Team (8)

Name Title Board
Seat
Contact
Info
Leon Loewenstine Co-Founder, Managing Director & Chief Investment Strategist
J. Jeffrey Krumpelman Managing Director & Senior Portfolio Manager
Ryan Brown Managing Director & Senior Wealth Advisor
Valerie Newell Co-Founder, Managing Director & Chairman
Rick Richardson Chief Executive Officer
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RiverPoint Capital Management Board Members (1)

Name Representing Role Since Contact
Info
0000000 000000 RiverPoint Capital Management Co-Founder, Managing Director & Chairman 000 0000