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RLR Capital Management, Inc.

RLR Capital Management, Inc.. CRD 127815

RLR Capital Management, Inc. logo

CRD: 127815

RLR Capital Management, Inc.

$8.9M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
BNY Mellon · JP Morgan · Pershing
Clients
Retail
Platforms
--
Established Date
10-03-2003
Office Locations
1

Office Locations

76 ELM Street, Suite 205 NEW Canaan CT

About RLR Capital Management, Inc.

RLR Capital Management (founded 1991) is a boutique investment advisor led by Richard L. Reach, former head of the Institutional Core Equity Group at Weiss, Peck & Greer. The firm manages customized portfolios for individuals and institutions, emphasizing capital preservation and consistent returns via asset allocation, stock and corporate bond selection, and selective use of equity futures/options to hedge risk and reduce transaction costs.

Team overview

-- AVG AGE
$8.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
22.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age

Insights

Available
Available
Available
Available
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Available
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Asset Classes

Available

Investment Themes

Available

Services

Available

Owner & Executives

R

RICHARD LELAND REACH

Investment Advisor, President

CRD
#815302
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $8,857,500 --
Non-Discretionary $0 --
Total $8,857,500 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Cash:
Available
Corporate - Investment Grade:
Available
Equity - Exchange:
Available
Asset class Assets Assets %
Cash Available Available
Corporate - Investment Grade Available Available
Equity - Exchange Available Available
Total Available Available

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