RPO LLC

RIASEC Registered

Total AUM

$372M

Discretionary

$372M

100% of AUM

Avg account

$46.5M

Accounts

8

Employees

6

Advisory reps

3

Firm details

Headquarters: Stamford, Connecticut
CRD number: 318296
Registered since: January 25, 2022
Custodians: GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI53.19%
Pooled Investment Vehicles46.81%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

RPO LLC is an individually owned hedge fund adviser registered with the SEC in 2022. It serves individual and family clients as well as institutional clients, managing portfolios for individuals, small businesses, and pooled investment vehicles. Its business activities include serving as a commodity pool operator or commodity trading adviser, and it charges both AUM-based and performance-based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities66%
Other19%
Cash & Cash Equivalents12%
Public Funds/Mutual Funds3%
State & Local Bonds2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 12

Active vs passive

$8.8M in ETFs

Passive

18%

$1.6M

Active

0%

$7.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
FRANKLIN XRP TRUST (XRPZ)				$1.3M	79,050	14.50%

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Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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: Fairfield
Address: 6 Landmark Sq
Time zone: ET (UTC-5)
Office locations

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