RR ADVISORS, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 130609
- Registered since
- March 30, 2012
- Website
- www.rchenergy.com
- 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
FINTRXOverview
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
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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2THOMAS MORGAN
Chief Compliance OfficerCRD 5917608
TONYA HAMILTON
Chief Financial OfficerCRD 6773464
Contacts
3 of 3ROBERT HORTON
PresidentCRD 3111217
ROBERT RAYMOND
Managing MemberCRD 4760177
SEAN MAHER
Senior Portfolio ManagerCRD 2701812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
SOCORRO ASSET MANAGEMENT
RIADALLAS, TX
SABREPOINT CAPITAL MANAGEMENT
RIADALLAS, TX
ALLRED HARRIS WEALTH MANAGEMENT.
RIADALLAS, TX
SYMMETRY CAPITAL ADVISORS LLC
RIADALLAS, TX
XEBEC ASSET MANAGEMENT, LLC
RIADALLAS, TX
BROADWING CAPITAL MANAGEMENT LLC
RIADALLAS, TX