RLT Capital, LLC
RIASEC Registered
Total AUM
$3.5M
Discretionary
$1.6M
46% of AUM
Avg account
$1.2M
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 288736
- Website
- rltcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI80%
- Pooled Investment Vehicles20%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Rlt Capital, LLC operates as a limited liability company and primarily focuses on portfolio management for both individuals and small businesses, as well as pooled investment vehicles. The firm is classified as a hedge fund and qualified custodian, catering mainly to institutional clients. Rlt Capital employs a fee structure that includes a percentage of assets under management (AUM) and performance-based fees. The firm does not actively engage in ESG investing and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities72%
- Cash & Cash Equivalents28%
Contacts
1 of 1Stephen Pomeroy
Managing MemberCRD 6921263
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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