Van Rensselaer Management LLC

RIAState Registered

Total AUM

$16M

Discretionary

$16M

100% of AUM

Avg account

$4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 145161
Website: www.vanrmgmt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.13%
Charitable Organizations21.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Van Rensselaer Management LLC operates as a limited liability company focusing on various financial services. The firm engages in capital allocation and provides a range of advisory activities, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. While the firm does not actively pursue ESG investments, it maintains a diverse approach to its investment strategy, incorporating both traditional and alternative assets.