Richner Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,000,000
Clients
0
Advisors
1
of 1 employees
About
Richner Capital acts as the general partner and discretionary investment manager for pooled investment vehicles, providing portfolio management to funds rather than individualized financial planning or tailored advice to retail investors. The firm manages a modest amount of assets and does not serve individual advisory clients directly.
The firm employs a value-oriented investment approach focused primarily on publicly traded small- and mid-cap companies worldwide, emphasizing low valuation multiples such as enterprise-value measures to guide security selection. Richner Capital may use leverage, short selling and derivatives as part of its strategy and makes portfolio and trading decisions on a discretionary basis.
Notable distinctions include that the firm currently manages only accounts that include performance-based compensation in addition to a fixed management component, and its fund terms permit lock-up periods, limited quarterly withdrawal windows and the potential for special handling of illiquid holdings. The firm is relatively small and state-registered, and the brochure discloses that it may intermittently provide research to third parties for compensation, a practice that can create allocation and conflict-of-interest considerations.
Client services
Expertise
Fee options
Performance allocation equal to 25% of profits above 6% hurdle rate annually or upon withdrawal
Account minimum: $100,000 for individual accounts (may be waived); $1,000,000 for investment funds (may be waived)
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)