A. Firm Information Riverstone Advisors, LLC (“Riverstone” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). The Advisor is organized as a Limited Liability Company (“LLC”) under the laws of the State of Texas. Riverstone was founded in February 2004 as the next step to provide advising and investing services to clients that Leslie Lammers had been advising since 1993. Riverstone is owned by Leslie J. Lammers (President). Ms. Lammers and John A. Hanson make all investment and business decisions for Riverstone. This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by Riverstone. B. Advisory Services Offered Riverstone offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations and business entities (each referred to as a “Client”). The Advisor serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary, the Advisor upholds a duty of loyalty, fairness and good faith towards each Client and seeks to mitigate potential conflicts of interest. Riverstone’s fiduciary commitment is further described in the Advisor’s Code of Ethics. For more information regarding the Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading. Wealth Management Services Riverstone provides customized wealth management solutions for its Clients. At the beginning of a new Client relationship, Riverstone has multiple in-depth discussions with the Client about their goals, objectives, financial situation and risk tolerance in order to develop a strategy for their specific portfolio. Riverstone will then construct a portfolio made up of various securities, including, but not limited to, stocks, bonds, mutual funds, and/or exchange-traded funds (“ETFs”). Riverstone may also utilize private placements and other types of investments to meet the needs of the Clients. The Advisor may retain certain legacy investments based on portfolio fit and/or tax considerations. Riverstone periodically checks in with its Clients to evaluate if their financial situation has changed and may adjust the Client’s portfolio accordingly. Riverstone will construct, implement and monitor the portfolio to ensure it meets the goals, objectives, circumstances, and risk tolerance of the Client. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Advisor. Riverstone’s investment strategy is primarily long-term focused, but the Advisor may buy, sell or re- allocate positions that have been held less than one year to meet the objectives of the Client or due to market conditions. Riverstone evaluates and selects investments for inclusion in Client portfolios only after applying its internal due diligence process. Riverstone may recommend, on occasion, changing investment allocations to diversify the portfolio. Riverstone may recommend specific positions to increase sector or asset class weightings. The Advisor may recommend employing cash positions as a possible hedge against market movement. Riverstone may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position[s] in the portfolio, change in risk tolerance of the Client, generating cash to meet the Client needs, or any risk deemed unacceptable for the Client’s risk tolerance. All Client assets will be managed within the designated account[s] at the Custodian, pursuant to the terms of the advisory agreement, please see Item 12 – Brokerage Practices. For Clients who prefer that Riverstone provide investment management services but do not need a thorough review of their existing financial profile, Riverstone provides investment management services as described Page 5 above without the initial financial profile review. Clients may already have an understanding of their own financial needs, goals and risk tolerance and are seeking to have Riverstone manage their assets, and may not need substantial review and analysis of their financial profile before applying a portfolio strategy. Family Office Services In addition to the Wealth Management services listed above, Riverstone offers a Family Office Service to Clients with investable assets of $20,000,000 and above. Riverstone’s Family Office model includes additional services such as: complex multi-generation estate and wealth planning, family governance and education, business liquidity planning, philanthropic planning and execution, bill pay services, private rental real estate services, tax payment, and will analyze and introduce you to private investment opportunities.

Each family’s situation is unique so the level of service that Riverstone delivers in this model is tailored to what would add the most value to the client. Investment Consulting Services Riverstone also offers consulting services to Clients seeking advisory services outside of a traditional ongoing management relationship. Clients in this category may consider engaging Riverstone for investment consulting services, pursuant to a written investment consulting agreement. Services are offered in several areas of a Client’s financial situation, depending on their goals, objectives and financial situation. Generally, such consulting services will involve preparing a financial plan or rendering a financial consultation based on the Client’s financial goals and objectives. This planning or consulting may encompass one or more areas of need, including, but not limited to: Insurance Planning Retirement Planning Income Forecasting Risk Management Trust and Estate Planning Charitable Giving Investment Consulting Distribution Planning Manager Due Diligence Tax Planning These services may be provided on a stand-alone basis or incorporated into a comprehensive wealth management engagement. An investment consultation rendered to the Client will usually include general recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations may be made that the Client start or revise their investment programs, commence or alter retirement savings, establish education savings and/or charitable giving programs. Riverstone may also refer Clients to an accountant, attorney or other specialist, as appropriate for their unique situation. For certain investment consulting engagements, the Advisor may or may not provide a written summary of the Client’s financial situation, observations, and recommendations. Plans or consultations are typically completed within six (6) months of contract date, assuming all information and documents requested are provided promptly. Investment consulting recommendations pose a conflict between the interests of the Advisor and the interests of the Client. For example, a recommendation to engage the Advisor for wealth management services or to increase the level of investment assets with the Advisor would pose a conflict, as it would increase the advisory fees paid to the Advisor. Clients are not obligated to implement any recommendations made by the Advisor or maintain an ongoing relationship with the Advisor. Retirement Accounts – When the Advisor provides investment advice to Clients regarding ERISA retirement accounts or individual retirement accounts (“IRAs”), the Advisor is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”), as applicable, which are laws governing retirement accounts. When deemed to be in the Client’s best interest, the Advisor will provide investment advice to a Client regarding a distribution from an ERISA retirement account or to roll over the assets to an IRA, or recommend a similar transaction including rollovers from one ERISA Page 6 sponsored Plan to another, one IRA to another IRA, or from one type of account to another account (e.g. commission-based account to fee-based account). Such a recommendation creates a conflict of interest if the Advisor will earn a new (or increase its current) advisory fee as a result of the transaction. No client is under any obligation to roll over a retirement account to an account managed by the Advisor. C. Client Account Management Prior to engaging Riverstone to provide investment advisory services, each Client is required to enter into one or more agreements with the Advisor that define the terms, conditions, authority and responsibilities of the Advisor and the Client. These advisory services may include:
• Investment Strategy – Riverstone, in connection with the Client, will develop a strategy that incorporates the Client’s investment goals and objectives.
• Asset Allocation – Riverstone will develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation and tolerance for risk of each Client.
• Portfolio Construction – Riverstone will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client.
• Investment Management and Supervision – Riverstone will provide investment management and ongoing oversight of the Client’s investment portfolio[s]. D. Wrap Fee Programs Riverstone does not manage or place Client assets into a wrap fee program. Services are provided directly by Riverstone. E. Assets Under Management As of March 6, 2024, Riverstone manages $328,733,386 in Client assets, all of which are managed on a discretionary basis. Clients may request more current information at any time by contacting the Advisor.