RHO TREASURY

RIASEC RegisteredEst. 2022
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$1.8M
Accounts
1,078
Employees
4
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
314581
Registered since
June 13, 2022
Custodians
APEX CLEARING CORPORATION, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses99.66%
  • Charitable Organizations0.34%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

RHO Treasury is a limited liability company that registered with the SEC in 2022 and provides portfolio management services to institutional clients as well as individuals and small businesses. The firm charges fees as a percentage of assets under management and lists its advisory scope as discretionary portfolio management for both individual/small-business accounts and business/institutional accounts. Ownership is a combination of a domestic entity and individuals. RHO Treasury is not identified as an ESG-focused investor, a multi-state adviser, a pension consultant, or a capital allocator in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Public Funds/Mutual Funds 64%, US Government Bonds 33%, Exchange Traded Equities 3%64%
  • Public Funds/Mutual Funds64%
  • US Government Bonds33%
  • Exchange Traded Equities3%

Owners & executives

1 of 1
  • Jeffrey Pasquerella

    Chief Compliance OfficerCRD 6741645

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
100 Crosby St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth