RLJ EQUITY PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$109M
Discretionary
$109M
100% of AUM
Avg account
$54.6M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
BETHESDA, Maryland
CRD number
162006
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

RLJ Equity Partners, LLC is organized as a limited liability company and operates as a private equity manager registered with the SEC in 2012. The firm’s clients are institutional, and its advisory work centers on portfolio management for pooled investment vehicles. RLJ functions not only as an adviser but also in sponsor and general partner roles, acting as managing member of the pooled vehicles it runs. Its fees combine a percentage-of-assets approach with performance-based components. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • ERNITA THOMAS

    Chief Compliance OfficerCRD 2257919

Contacts

2 of 2
  • JERRON HAREWOOD

    Assistant ControllerCRD 7897816

  • RUFUS RIVERS

    PartnerCRD 1686895

Wealth teams

FINTRX

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

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
7373 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth