RHINO INVESTMENT PARTNERS, INC.

RIASEC RegisteredEst. 2021
Total AUM
$566M
Discretionary
$566M
100% of AUM
Avg account
$113M
Accounts
5
Employees
3
Advisory reps
4

Firm details

Headquarters
w cnshohocken, Pennsylvania
CRD number
283692
Registered since
January 21, 2021
Custodians
GOLDMAN SACHS & CO. LLC, THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles44.94%
  • Corporations / Businesses37.66%
  • Other17.39%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Rhino Investment Partners, Inc. is a corporation that registered with the SEC in 2021 and operates as a hedge fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional balance sheets, and it acts as sponsor/GP/managing member of pooled vehicles it runs. Its compensation structure combines a percentage-of-assets fee with performance-based fees. Rhino reports that it does not position itself as an active ESG investor and is not a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 72%, Cash & Cash Equivalents 28%72%
  • Exchange Traded Equities72%
  • Cash & Cash Equivalents28%

Owners & executives

1 of 1
  • JOHN SCHNEIDER

    President and Chief Investment OfficerCRD 2539320

Contacts

3 of 3
  • James Bell

    Senior Equity Research AnalystCRD 6781532

  • JAY ESCHE

    CRD 6434040

  • Steven Dorfman

    Management ExecutiveCRD 7528969

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$11.9M in ETFs

Passive

100%

$11.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) S&P(R) REGIONAL BANKING ETF (KRE)State StreetPassiveFinancial$5.9M91,04850.00%

Location

Primary office

w cnshohocken, PA

MONTGOMERY

Location

w cnshohocken, PA

Headquartered in w cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
1001 Conshohocken State Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth