Rand Advisors, LLC

RIASEC RegisteredEst. 2014
Total AUM
$139M
Discretionary
$139M
100% of AUM
Avg account
$1.8M
Accounts
78
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
172839
Registered since
August 28, 2014
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rand Advisors, LLC is a small, institutional-focused manager that acts as an adviser to pooled investment vehicles, with its regulatory registration dating to 2014. The firm’s activity centers on private markets rather than public equity trading: it structures and manages pooled vehicles (private equity funds) and allocates capital into private placements and credit-oriented opportunities. Its business model is fee-based on a percentage of assets under management, and it operates with discretionary authority over the portfolios it manages. Investment preferences emphasize private market and credit strategies. The firm’s declared allocation areas include private equity via pooled funds and credit strategies such as private credit and collateralized debt. Rand Advisors does not identify as an ESG-focused manager and is not structured as a multi-state adviser; its client base is institutional rather than retail.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Mark Patrick

    Mark Patrick

    CCOCRD 7626259

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth