RS ADVISORY GROUP, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 319533
- Registered since
- March 28, 2022
Firm profile
FINTRXOverview
RS Advisory Group, LLC is an owner-operated limited liability company that functions primarily as a sponsor and general partner of pooled investment vehicles rather than as a traditional advisor to retail clients. The firm is SEC-registered (2022) and classifies itself as an unclassified private adviser with an individual owner type. Its registered activities emphasize acting as sponsor, general partner and managing member of pooled funds — the firm's public filings center on fund management rather than direct wealth-management relationships. The firm does not identify as an active ESG investor and is not recorded as a multi-state adviser or pension consultant. From the available detail, RS Advisory Group positions itself as a boutique fund manager targeting a small, concentrated investor base inside pooled structures rather than running a broad advisory practice of retail or institutional advisory accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2BRIAN SHAPIRO
Managing PartnerCRD 1889413
DAVID ROSENBLUM
Managing MemberCRD 4708141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, 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
- NEW YORK
- Address
- 230 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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