RV Capital

RIASEC RegisteredEst. 2014

Total AUM

$713M

Discretionary

$713M

100% of AUM

Avg account

$102M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Schindellegi,
CRD number: 173008
Registered since: October 31, 2014
Website: www.rvcapital.ch
Custodians: THE BANK OF NEW YORK MELLON, MORGAN STANLEY & CO. LLC, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles52.58%
Corporations / Businesses38.75%
Pension & Profit Sharing Plans8.67%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

RV Capital is structured as a hedge fund-style registered adviser (SEC-registered in 2014) that serves institutional clients. The firm is owned by an individual and primarily provides portfolio management for pooled investment vehicles and for businesses or institutions. Its fee model combines a percentage-of-AUM charge with performance-based fees. RV Capital identifies equity securities as its primary preference and does not describe itself as an active ESG investor or a multi-state adviser.