RICHIE CAPITAL GROUP
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 281407
- Custodians
- THE BANK OF NEW YORK MELLON, FIRST CLEARING, LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Charitable Organizations74.35%
- HNWI22.49%
- Pooled Investment Vehicles3.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Richie Capital Group operates as a small, equity-focused investment adviser with an active hedge-fund orientation. The firm manages discretionary portfolios for high-net-worth individuals, families and pooled vehicles, and it uses both traditional portfolio management and pooled-vehicle structures to deliver return-seeking strategies. Its fee arrangements combine a percentage-of-assets model with performance-based fees, which aligns with its role as both adviser and sponsor/GP for at least one private pooled vehicle. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Strategically, Richie Capital Group demonstrates a clear preference for publicly traded equities as the primary implementation vehicle. At the same time, it maintains a small footprint in private fund management and real estate-related alternatives, suggesting a hybrid approach that blends liquid equity exposures with targeted private or illiquid allocations under the firm’s sponsorship.
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
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1KHADIR RICHIE
Chief Investment OfficerCRD 5099518
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 2028 E Ben White Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
SOLSTICE WEALTH
RIAAUSTIN, TX
BLUE TOWER ASSET MANAGEMENT, LLC
RIAAUSTIN, TX
GRATUS WEALTH STRATEGIES LLC
RIAAUSTIN, TX
TIME VALUE OF MONEY, L.P.
RIAAUSTIN, TX
MUELLER WEALTH ADVISORS
RIAAUSTIN, TX
57 WEST CAPITAL ADVISORS, INC.
RIAAUSTIN, TX