RR ADVISORS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$497M
Discretionary
$497M
100% of AUM
Avg account
$49.7M
Accounts
10
Employees
8
Advisory reps
5

Firm details

Headquarters
DALLAS, Texas
CRD number
130609
Registered since
March 30, 2012
Custodians
THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles81.11%
  • Charitable Organizations18.89%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

RR Advisors, LLC is a privately owned, SEC-registered investment manager formed as an LLC in 2012. The firm operates as a multi-strategy manager that both sponsors pooled vehicles and runs investment programs across hedge fund, private equity, real estate and venture capital structures. Its client base is institutional, and the adviser focuses on portfolio management for pooled investment vehicles and for businesses or other institutions rather than retail accounts. The firm charges a combination of asset-based fees and performance-linked fees, and it performs roles typical of a general partner or managing member for its funds. RR Advisors is not identified as a capital allocator to external managers as its primary role and does not present itself as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • THOMAS MORGAN

    Chief Compliance OfficerCRD 5917608

  • TONYA HAMILTON

    Chief Financial OfficerCRD 6773464

Contacts

3 of 3
  • ROBERT HORTON

    PresidentCRD 3111217

  • ROBERT RAYMOND

    Managing MemberCRD 4760177

  • SEAN MAHER

    Senior Portfolio ManagerCRD 2701812

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3953 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth