RHO Treasury
Firm details
- Headquarters
- New York, New York
- CRD number
- 314581
- Registered since
- June 13, 2022
- Website
- rbbfund.com
- Custodians
- APEX CLEARING CORPORATION, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses99.66%
- Charitable Organizations0.34%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
RHO Treasury is a limited liability company organized as an institutional registered investment adviser. The firm registered with the SEC in 2022 and services primarily institutional clients, though its advisory activities also encompass portfolio management for individuals, small businesses and for business or institutional entities. RHO Treasury charges fees as a percentage of assets under management and is not identified as an active ESG investor, a multi-state adviser, or a pension consultant. The firm’s ownership is listed as a combination of a domestic entity and individual ownership.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- US Government Bonds33%
- Exchange Traded Equities3%
Owners & executives
1 of 1
Jeffrey Pasquerella
Chief Compliance OfficerCRD 6741645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 100 Crosby St
- Time zone
- ET (UTC-5)
- Office locations
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