Ristau Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 309325
- Website
- www.ristaucapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ristau Capital, LLC is a small, privately owned investment adviser organized as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm’s client base is individuals and families and it charges fees based on a percentage of assets under management and may also assess performance-based fees. Ristau does not position itself as an ESG-focused manager, is not identified as a multi-state adviser, and is not described as a capital allocator; its principal advisory activity is direct portfolio management rather than pension consulting or related-adviser activity.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities100%
Contacts
1 of 1Phillip Ristau
CCO, Managing MemberCRD 4234087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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