RIVERCREST CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2019
Total AUM
$286M
Discretionary
$286M
100% of AUM
Avg account
$95.2M
Accounts
3
Employees
21
Advisory reps
5

Firm details

Headquarters
FORT WORTH, Texas
CRD number
284911
Registered since
February 26, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rivercrest Capital Management LLC is a private equity fund manager that registered with the SEC in 2019 and serves institutional clients. The firm focuses on managing pooled investment vehicles, acting as sponsor, general partner, and managing member for its funds rather than operating primarily as an allocator to other managers. Rivercrest charges a combination of assets-under-management fees and performance-based fees typical of private fund structures. The firm does not identify as an active ESG investor. Rivercrest’s organizational form is a limited liability company with ownership described as a combination of a domestic entity and an individual. Its advisory activity is concentrated on portfolio management for pooled vehicles, and it is not presented as a multi-state adviser or as a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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
  • ROBERT RAVNAAS

    Co-Founder & CEOCRD 5177167

  • MATTHEW DALY

    Chief Operating OfficerCRD 3252289

  • ROBERT RHYNSBURGER

    Chief Compliance OfficerCRD 7514005

Contacts

2 of 2
  • ROBERT RAVNAAS

    Managing PartnerCRD 6878941

  • THOMAS MARTIN

    Managing MemberCRD 6879460

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

FORT WORTH, TX

TARRANT

Location

FORT WORTH, TX

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth