RJA ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2010

Total AUM

$589M

Discretionary

$589M

100% of AUM

Avg account

$42.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: STAMFORD, Connecticut
CRD number: 153428
Registered since: May 24, 2010
Website: www.rja-llc.com
Custodians: CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles41.64%
Charitable Organizations28.8%
HNWI19.58%
State / Municipal Government9.36%
Other Investment Advisers0.62%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

RJA Asset Management LLC is a small, privately owned hedge fund/advisory firm that has been SEC-registered since 2010. The firm serves both high-net-worth individuals and families as well as institutional clients, and it provides portfolio management for individuals, pooled investment vehicles, and businesses or institutions. Its fee model includes AUM-based fees, fixed fees and performance-based components, reflecting a mix of traditional advisory and hedge-fund economics. The firm acts beyond pure advisory roles: it sponsors and serves as general partner or managing member of pooled vehicles, and it advises two hedge funds. RJA reports a clear tilt toward liquid equities and exchange-traded instruments while also allocating to private market strategies through external private equity managers. It does not identify as an active ESG investor and is organized as a limited liability company under individual ownership.