RVX ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2016
Total AUM
$96.8M
Discretionary
$96.8M
100% of AUM
Avg account
$32.3M
Accounts
3
Employees
4
Advisory reps
3

Firm details

Headquarters
AVENTURA, Florida
CRD number
282804
Registered since
February 12, 2016
Website
rvx-am.com
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • State / Municipal Government79.56%
  • Pooled Investment Vehicles20.44%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

RVX Asset Management LLC is a compact SEC-registered hedge fund adviser organized as an LLC and operating since 2016. The firm targets institutional clients and focuses on managing pooled investment vehicles and portfolios for businesses or other institutions. Its fee structure combines percentage-of-AUM charges with fixed fees and performance-based compensation. RVX reports a fixed-income orientation, with a particular emphasis on corporate credit strategies. The adviser does not position itself as a capital allocator, is not active on ESG mandates, and is not structured as a multi-state or related 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

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 52%, Investment Grade Corp Bonds 30%, Sovereign Bonds 11%, Other 6%, Cash & Cash Equivalents 1%52%
  • Non-Investment Grade Corp Bonds52%
  • Investment Grade Corp Bonds30%
  • Sovereign Bonds11%
  • Other6%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • VICTORIA BERNS

    Chief Compliance OfficerCRD 1156053

  • RAYMOND ZUCARO

    Chief Investment OfficerCRD 4299368

Contacts

1 of 1
  • GLIKSBERG JACQUES

    Chairman of the BoardCRD 6611020

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AVENTURA, FL

MIAMI DADE

Location

AVENTURA, FL

Headquartered in AVENTURA, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
20900 NE 30th Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth