RPO LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 318296
- Registered since
- January 25, 2022
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI53.19%
- Pooled Investment Vehicles46.81%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
RPO LLC is an SEC-registered limited liability company that operates as a hedge fund manager. The firm is organized under individual ownership and reports offering advisory and trading services to both high-net-worth individuals/families and institutional clients. Its compensation mix combines a percentage-of-assets-under-management fee with performance-based fees consistent with an active, returns-oriented strategy. RPO LLC is registered to perform commodity pool operator/commodity trading advisor (CPO/CTA) activities and lists portfolio management for individuals/small businesses as well as for pooled investment vehicles among its advisory services. The firm does not identify as an active ESG investor and is not positioned as a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities66%
- Other19%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds3%
- State & Local Bonds2%
Owners & executives
2 of 2Zuzana Guggenheimer
Chief Financial OfficerCRD 5905838
Stephen Rogers
Chief Compliance OfficerCRD 1767148
Contacts
1 of 1John Rogers
Managing MemberCRD 1089856
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$1.6M in ETFs
0%
$0
0%
$1.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FRANKLIN XRP TRUST (XRPZ) | $897K | 79,050 | 55.46% |
Location
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, 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
- 6 Landmark Sq
- Time zone
- ET (UTC-5)
- Office locations
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