RHO TREASURY
Firm details
- Headquarters
- New York, New York
- CRD number
- 314581
- Registered since
- June 13, 2022
- Website
- rbbfund.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- US Government Bonds33%
- Exchange Traded Equities3%
Owners & executives
1 of 1Jeffrey Pasquerella
Chief Compliance OfficerCRD 6741645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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