Richie Capital Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,728,226
Clients
50
Advisors
1
of 2 employees
About
Richie Capital Group serves foundations, endowments, pensions, family offices, trusts, business entities and high‑net‑worth individuals, providing discretionary portfolio management through both separately managed accounts and privately offered pooled investment vehicles. The firm acts as the investment manager and sponsor/general partner for a private long/short equity fund while also offering proprietary SMA strategies tailored to client objectives.
RCG’s investment approach is equity‑oriented and bottom‑up, relying on fundamental research to build concentrated portfolios of companies believed to be mispriced, with flexibility to invest across market capitalizations subject to the firm’s stated minimums. The manager uses long and short equity positions and, on occasion, options to seek long‑term capital appreciation and to hedge market exposure, and it generally manages client accounts on a discretionary basis consistent with each client’s risk profile.
Distinctive features include RCG’s dual role as private fund sponsor/GP and as adviser to pooled vehicles, its use of performance‑based compensation arrangements, and its provision of periodic performance results and reporting to investors. The firm’s client base is weighted toward qualified, high‑net‑worth and institutional investors and typically involves larger account commitments; RCG discloses and maintains policies intended to address conflicts that can arise from side‑by‑side management.
Client services
Expertise
Fee options
1.00% annually (Select Alpha Strategy base rate for accredited and qualified clients)
20% performance fee subject to benchmark for accredited and qualified clients in Select Alpha Strategy and RCG Alpha Long Short Fund.
Account minimum: $5,000,000 minimum for separately managed accounts, subject to waiver by management
Main office
2028 E. Ben White Blvd, Suite 550
Austin TX 78741
Advisors at this office
1
Most active in
Georgia · Texas
Also doing business as
Richie Capital Group · Richie Investment Advisors, LLC
Disclosures
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Business activities & affiliations
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Fund sponsor
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Forms ADV
Quick links
Advisors at this firm
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