RSIP MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
8
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RICHMOND, Virginia
CRD number
297779
Registered since
August 13, 2018

Firm profile

FINTRX

Overview

Rsip Management, LLC is a limited liability company that registered with the SEC in 2018. Public records classify it as an unclassified adviser and list its ownership as a combination of a domestic entity and an individual. The firm serves primarily as a sponsor, general partner and managing member of pooled investment vehicles rather than operating as a traditional retail advisory practice. Regulatory data indicate it is not designated as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • THEODORE LUSE

    CEO and Founding MemberCRD 1546627

  • THOMAS O'HALLARON

    President and COOCRD 2194840

Contacts

3 of 6
  • THOMAS HORTON

    MemberCRD 1201008

  • NED CROSBY

    CRD 866656

  • James Barden

    Managing DirectorCRD 8231785

Unlock 3 more contacts

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

FINTRX

Location

Primary office

RICHMOND, VA

HENRICO

Location

RICHMOND, VA

Headquartered in RICHMOND, VA, in the South of the United States.

Region
South
County
HENRICO
Address
7204 Glen Forest Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth