Richner Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,000,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Private / alternative investments
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 location
Richner Capital LLC
San Francisco CA, United States
Number of offices
1
Most active in
Richner Capital LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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