RICHIE CAPITAL GROUP

RIASEC Registered
Total AUM
$52.1M
Discretionary
$52.1M
100% of AUM
Avg account
$1M
Accounts
52
Employees
2
Advisory reps
1

Firm details

Headquarters
AUSTIN, Texas
CRD number
281407
Custodians
THE BANK OF NEW YORK MELLON, FIRST CLEARING, LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Charitable Organizations74.35%
  • HNWI22.49%
  • Pooled Investment Vehicles3.16%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Richie Capital Group operates as a small, equity-focused investment adviser with an active hedge-fund orientation. The firm manages discretionary portfolios for high-net-worth individuals, families and pooled vehicles, and it uses both traditional portfolio management and pooled-vehicle structures to deliver return-seeking strategies. Its fee arrangements combine a percentage-of-assets model with performance-based fees, which aligns with its role as both adviser and sponsor/GP for at least one private pooled vehicle. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Strategically, Richie Capital Group demonstrates a clear preference for publicly traded equities as the primary implementation vehicle. At the same time, it maintains a small footprint in private fund management and real estate-related alternatives, suggesting a hybrid approach that blends liquid equity exposures with targeted private or illiquid allocations under the firm’s sponsorship.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • KHADIR RICHIE

    Chief Investment OfficerCRD 5099518

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
2028 E Ben White Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth