Riata Capital Group, LLC

RIASEC RegisteredEst. 2020
Total AUM
$901M
Discretionary
$901M
100% of AUM
Avg account
$60.1M
Accounts
15
Employees
19
Advisory reps
4

Firm details

Headquarters
Dallas, Texas
CRD number
289948
Registered since
July 20, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Riata Capital Group, LLC is a private equity adviser that focuses on portfolio management for pooled investment vehicles. The firm acts as an adviser and sponsor/GP and serves an institutional client base. Its operating model centers on creating and managing private equity funds and related pooled structures rather than providing one-off advisory mandates or broad wealth-management services. Riata is registered with the SEC since 2020 and charges a mix of percentage-of-AUM fees and performance-based fees alongside other fee arrangements. The firm does not identify as an active ESG investor and does not operate as a multi-state advisory platform.

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
  • Angela Rothe

    Angela Rothe

    Chief Financial Officer & Chief Compliance OfficerCRD 6397289

Contacts

3 of 3
  • Jeff Fronterhouse

    Jeff Fronterhouse

    Managing PartnerCRD 5999884

  • Frank Fletcher

    Frank Fletcher

    Managing PartnerCRD 2170664

  • Blake Battaglia

    Blake Battaglia

    Managing PartnerCRD 2775597

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

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
4550 Travis St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth