RCP Advisors 2, LLC

RIASEC Registered
Total AUM
$18.2B
Discretionary
$16B
88% of AUM
Avg account
$164M
Accounts
111
Employees
63
Advisory reps
8

Firm details

Headquarters
Dallas, Texas
CRD number
289963
Registered since
October 11, 2017
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles97.78%
  • Pension & Profit Sharing Plans1.76%
  • Corporations / Businesses0.47%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

RCP Advisors 2, LLC is an SEC-registered adviser formed as an LLC in 2017 that operates as a private equity fund manager serving institutional clients. The firm reports a mix of fee structures (percentage of AUM, fixed fees, performance-based and other fees) and identifies itself as an active ESG investor. Its advisory activities emphasize portfolio management for pooled investment vehicles and for businesses or institutions, plus the selection of third-party advisers. The firm also operates in sponsor and GP capacities for pooled investment vehicles. The firm is not described as a capital allocator and is not registered as a multi-state adviser. Ownership is listed as a combination of domestic entities and individuals.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2699 Howell St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth