RPO LLC
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
FINTRXOverview
RPO LLC is an SEC-registered investment adviser organized as a limited liability company and classified as a hedge fund. The firm registered with the SEC in 2022 and is owned by an individual. Its client base combines high-net-worth individuals and families with institutional investors, and it acts in both portfolio-management and commodity pool/CTA capacities. Advisory services explicitly cover portfolio management for individuals and small businesses as well as management of pooled investment vehicles. The firm charges a combination of asset-based fees and performance fees, and it is not presented as a capital allocator. RPO LLC does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities66%
- Other19%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds3%
- State & Local Bonds2%
Owners & executives
2 of 2ZUZANA GUGGENHEIMER
Chief Financial OfficerCRD 5905838
STEPHEN ROGERS
Chief Compliance OfficerCRD 1767148
Contacts
1 of 1JOHN ROGERS
Managing MemberCRD 1089856
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$5.7M in ETFs
28%
$1.6M
0%
$4.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GRAYSCALE ETHEREUM STAKING MINI ETF (ETH) | Grayscale | Passive | Digital Assets | $1.6M | 80,800 | 28.25% |
Location
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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