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 an individually owned hedge fund that provides portfolio management for pooled investment vehicles and for businesses or institutional clients. The adviser has been SEC-registered since 2014 and serves an institutional client base. Its fee schedule includes both a percentage-of-assets component and performance-based fees, and it does not self-identify as an active ESG investor. Regulatory filings show the firm is not a multi-state or newly formed adviser and does not act as a pension consultant.