Rand Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 172839
- Registered since
- August 28, 2014
- Website
- randadvisors.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Rand Advisors, LLC is a small, institutional-focused manager that acts as an adviser to pooled investment vehicles, with its regulatory registration dating to 2014. The firm’s activity centers on private markets rather than public equity trading: it structures and manages pooled vehicles (private equity funds) and allocates capital into private placements and credit-oriented opportunities. Its business model is fee-based on a percentage of assets under management, and it operates with discretionary authority over the portfolios it manages. Investment preferences emphasize private market and credit strategies. The firm’s declared allocation areas include private equity via pooled funds and credit strategies such as private credit and collateralized debt. Rand Advisors does not identify as an ESG-focused manager and is not structured as a multi-state adviser; its client base is institutional rather than retail.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Mark Patrick
CCOCRD 7626259
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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