RR Advisors, LLC

RIASEC RegisteredEst. 2012

Total AUM

$497M

Discretionary

$497M

100% of AUM

Avg account

$49.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 130609
Registered since: March 30, 2012
Website: www.rchenergy.com
Custodians: THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles81.11%
Charitable Organizations18.89%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

RR Advisors, LLC is a privately owned investment manager that oversees a mix of pooled investment vehicles and mandates for institutional clients. The firm is registered with the SEC (since 2012) and operates with a fee model that combines a percentage of assets under management and performance-based fees. Its activity spans multiple fund types — hedge, venture capital, private equity and real estate vehicles — and the firm also appears as a general partner or managing member for pooled funds it sponsors. RR Advisors does not present itself as an active ESG investor and is not described as a multi-state adviser in the source data.