RICHBROOK ADVISORS, LP

RIASEC RegisteredEst. 2022
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$207M
Accounts
8
Employees
8
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
316848
Registered since
May 19, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Richbrook Advisors, LP is a limited partnership that operates as a hedge fund manager focused on institutional clients. The firm serves as a sponsor and active manager of pooled investment vehicles, acting in roles consistent with a commodity pool operator or commodity trading advisor while providing portfolio management for both pooled vehicles and institutional balance sheets. Its compensation mix pairs a percentage-of-AUM fee with performance-based fees, aligning the manager’s incentive with fund performance. Investment activity centers on pooled hedge fund strategies and trading programs that can incorporate active use of futures, options and similar instruments given the firm’s CPO/CTA designation. The firm does not position itself as an ESG-driven investor. With SEC registration in 2022 but not flagged as a newly formed adviser in regulatory terms, Richbrook runs a compact, institutionally oriented platform rather than a broad retail distribution model.

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

3 of 3
  • EDWARD RUSSELL

    Partner & Chief Business OfficerCRD 3257889

  • ANDREW BALL

    Partner, CIOCRD 4898711

  • SARAH STEPHENS

    Chief Operations OfficerCRD 5719434

Contacts

1 of 1
  • VLAD KOTLYARSKY

    Co-Founder & PartnerCRD 4734606

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

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
540 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth