RFE MANAGEMENT CORPORATION

RIASEC RegisteredEst. 2012
Total AUM
$913M
Discretionary
$913M
100% of AUM
Avg account
$130M
Accounts
7
Employees
17
Advisory reps
6

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
160360
Registered since
March 14, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

RFE Management Corporation is a private equity–focused investment adviser that primarily manages pooled investment vehicles for institutional clients. The firm acts as an adviser and sponsor/manager for private funds, serving in roles that include general partner and managing member of pooled vehicles. Its fee model combines a percentage of assets under management with performance-based fees, consistent with fund structures that include management fees and carried interest. RFE Management Corporation is not an active ESG investor and is structured as an individual-owned corporation that registered with the SEC in 2012.

Assets & Accounts

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

Owners & executives

1 of 1
  • DONALD JURICIC

    Partner, CFOCRD 6019160

Contacts

3 of 5
  • JAMES PARSONS

    Co-ChairmanCRD 2063005

  • RICHARD REITER

    PartnerCRD 6019187

  • MICHAEL FOSTER

    Co-ChairmanCRD 2062999

Unlock 2 more contacts

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

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
10 Wright St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth