RCP Advisors 2, LLC

RIASEC RegisteredEst. 2017
Total AUM
$18.2B
Discretionary
$16B
88% of AUM
Avg account
$164M
Accounts
111
Employees
63
Advisory reps
8

Firm details

Headquarters
Dallas, Texas
CRD number
289963
Registered since
October 11, 2017
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles97.78%
  • Pension & Profit Sharing Plans1.76%
  • Corporations / Businesses0.47%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

RCP Advisors 2, LLC is an SEC-registered adviser formed as an LLC in 2017 that operates as a private equity fund manager serving institutional clients. The firm reports a mix of fee structures (percentage of AUM, fixed fees, performance-based and other fees) and identifies itself as an active ESG investor. Its advisory activities emphasize portfolio management for pooled investment vehicles and for businesses or institutions, plus the selection of third-party advisers. The firm also operates in sponsor and GP capacities for pooled investment vehicles. The firm is not described as a capital allocator and is not registered as a multi-state adviser. Ownership is listed as a combination of domestic entities and individuals.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

2 of 2
  • Andrew Nelson

    Andrew Nelson

    Partner and Chief Financial OfficerCRD 6751774

  • Luke Sarsfield

    Luke Sarsfield

    Chairman of the Board & CEOCRD 2384365

Contacts

3 of 6
  • Nell Blatherwick

    Nell Blatherwick

    Partner, CCOCRD 6117344

  • Thomas Danis

    Thomas Danis

    Managing PartnerCRD 2700168

  • Charles Huebner

    Charles Huebner

    Managing PartnerCRD 4194799

Unlock 3 more contacts

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

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2699 Howell St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth