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 organized as an institutional registered investment adviser. The firm registered with the SEC in 2022 and services primarily institutional clients, though its advisory activities also encompass portfolio management for individuals, small businesses and for business or institutional entities. RHO Treasury charges fees as a percentage of assets under management and is not identified as an active ESG investor, a multi-state adviser, or a pension consultant. The firm’s ownership is listed as a combination of a domestic entity and individual ownership.

Assets & Accounts

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: 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

    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