RG Capital Management, LLC

Overview

RG Capital Management, LLC operates as a small, boutique registered adviser focused on discretionary portfolio management for individuals and families (and small business owners). The firm runs actively managed equity-centric portfolios, using exchange-traded equities as the primary building block and supplementing those exposures with mutual funds and select third-party alternative managers. Fee arrangements include a standard percentage-of-AUM component plus performance-based fees, which suggests the firm will accept incentive-oriented mandates and performance-linked strategies for qualified clients. RG Capital does not position itself as an ESG investor and is not a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices