RTC PARTNERS

RIASEC RegisteredEst. 2021
Total AUM
$362M
Discretionary
$362M
100% of AUM
Avg account
$90.6M
Accounts
4
Employees
3
Advisory reps
3

Firm details

Headquarters
MIAMI, Florida
CRD number
307065
Registered since
August 30, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

RTC Partners is a limited partnership that acts as a private equity sponsor and adviser to pooled investment vehicles. Registered with the SEC in 2021, the firm focuses on running private equity funds and serving institutional clients. Its business model combines portfolio management for pooled vehicles with roles as a general partner or managing member of those vehicles, and its fee mix includes both a percentage of assets under management and performance-based fees, reflecting a carry-style alignment with investors. The firm does not identify as an active ESG investor and operates from a single-state footprint. With a small, institutional-only client base, RTC Partners appears structured to run concentrated private equity strategies rather than broad retail or mass-affluent product lines.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

3 of 3
  • CHRISTOPHER LEE

    Managing PartnerCRD 6080855

  • Anthony Brindisi

    Co-Founder & Managing PartnerCRD 7269851

  • ASHLEY CHANG

    Vice PresidentCRD 5843805

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1111 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth