Randazzo Capital Management, LLC

RIASEC Registered
Total AUM
$23M
Discretionary
$23M
100% of AUM
Avg account
$391K
Accounts
59
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
292900
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals55.87%
  • HNWI44.13%
Services
Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Randazzo Capital Management, LLC is an independent registered investment adviser organized as a limited liability company and oriented to individual and family clients. The firm combines fee-based portfolio management and financial planning with insurance brokerage services and publishes periodic client communications. Its stated fee model is a mix of percentage-of-assets and fixed fees, and it manages all of its reported advisory assets on a discretionary basis. Investment behavior is weighted toward publicly traded equities, with a deliberate use of exchange-traded instruments as the primary vehicle for client exposure. That equity focus is supplemented with allocations to a range of alternative strategies and third‑party funds when appropriate — private equity, hedge funds, private placements, real estate, commodities and oil & gas are all used as part of the firm’s toolkit. The firm is not positioned as an ESG investor, does not report multi-state adviser status, and serves a relatively concentrated client base rather than institutional or pension plans. Randazzo Capital also provides portfolio management for small businesses in addition to individuals and maintains an emphasis on producing written market commentary or newsletters as part of its client communication and advisory process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Non-Exchange Traded Equities 29%, Cash & Cash Equivalents 1%71%
  • Exchange Traded Equities71%
  • Non-Exchange Traded Equities29%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Park Randazzo

    Park Randazzo

    OwnerCRD 5287963

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth