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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-19-2017
- Office Locations
- 1
Office Locations
About RF Capital Management
RF Capital Management is a Los Angeles-based investment manager offering separately managed accounts for qualified clients. Founded in 2017 and led by Founder/CIO Roger Fan, the firm runs a concentrated global value strategy, typically holding 5–10 obscure, undervalued companies across sectors based on deep fundamental research and a focus on high returns on capital, growth potential, and aligned management teams; it will hold cash when opportunities are limited.
Team overview
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Accredited Investors
Client Personas
Investment Themes
Services
Owner & Executives
Roger Fan
Chairman, Managing Member, Senior Consultant
- CRD
- #6840937
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $815,952 | -- |
| Non-Discretionary | $0 | -- |
| Total | $815,952 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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