RIKOON CAPITAL PARTNERS, LLC

Overview

Rikoon Capital Partners, LLC operates as a privately held limited liability company with an individual owner and a fixed-fee advisory model. The firm’s public filings show an active investment posture in U.S. public markets, holding a broad set of equities and ETFs while also allocating to external alternative managers in real estate and commodities. Rikoon does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm’s classification and many operational details are limited, but its portfolio construction — a large number of positions with a meaningful allocation to ETFs — suggests a mix of concentrated individual-stock ideas alongside index or sector exposures. The manager appears to blend direct equity ownership with delegated exposure via ETFs and third-party alternative funds. Given the small average position size relative to the total portfolio, the approach looks diversified across many names rather than a handful of concentrated bets, though there are still notable top-weighted holdings such as Apple Inc.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices