RESOURCE CAPITAL INVESTMENT CORPORATION
Firm details
- Headquarters
- CARLSBAD, California
- CRD number
- 166722
- Registered since
- June 4, 2013
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Resource Capital Investment Corporation is a pooled-vehicle manager and fund sponsor focused on institutional clients. The firm has been SEC-registered since 2013 and operates primarily as a hedge fund and alternative fund provider, running and advising pooled investment vehicles rather than acting as a traditional wealth manager. Its business model combines portfolio management for pooled vehicles with roles across the product lifecycle: sponsor, general partner/manager, and related broker-dealer or trading/commodity activity in some cases. Resource Capital charges both a percentage-of-AUM fee and performance-based fees, and it identifies as an active ESG investor, incorporating environmental, social or governance factors into its investment process where relevant. The firm’s footprint centers on alternative strategies and pooled fund structures rather than retail advisory mandates. That focus shows up in the concentration of assets into a relatively small number of institutional relationships and in its emphasis on third-party external managers and direct management of hedge funds and other pooled vehicles.
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
3 of 3THOMAS ULRICH
Managing PartnerCRD 3071768
VARINDER BHATHAL
Managing PartnerCRD 7091442
ROBERT VILLAFLOR
Associate Managing DirectorCRD 2202057
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CARLSBAD, CA
SAN DIEGO
Location
CARLSBAD, CA
Headquartered in CARLSBAD, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 1910 Palomar Point Way
- Time zone
- PT (UTC-8)
- Office locations
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