RLR CAPITAL MANAGEMENT, INC.

RIASEC Registered
Total AUM
$8.9M
Discretionary
$8.9M
100% of AUM
Avg account
$886K
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
NEW CANAAN, Connecticut
CRD number
127815
Custodians
PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI98.85%
  • Individuals1.15%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

RLR Capital Management, Inc. is a small, privately owned corporate RIA that provides portfolio management to individual and small-business clients. The firm bills on a percentage-of-AUM basis and reports a client base made up of individuals and families. Its stated advisory activity is portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not flagged as a multi-state adviser, and does not list pension consulting or related-adviser activities.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Cash & Cash Equivalents 50%, Exchange Traded Equities 25%, Investment Grade Corp Bonds 25%50%
  • Cash & Cash Equivalents50%
  • Exchange Traded Equities25%
  • Investment Grade Corp Bonds25%

Contacts

1 of 1
  • RICHARD REACH

    Investment AdvisorCRD 815302

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 CANAAN, CT

FAIRFIELD

Location

NEW CANAAN, CT

Headquartered in NEW CANAAN, CT, 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
FAIRFIELD
Address
76 Elm St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth