RKR Capital Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RKR Capital Group provides discretionary equity investment management through separately managed accounts for individual investors, including high-net-worth clients, and for corporate clients. The firm manages roughly $12.7 million in assets across 21 client accounts and delivers portfolio management on a discretionary SMA basis.
The adviser pursues a concentrated, long-only, unlevered Equity Value Strategy that typically holds about 8–16 positions and emphasizes bottom-up fundamental research. The strategy is non-tailored and intended to serve as a portion of a client’s overall portfolio rather than a bespoke solution, although the firm may accept limited client-requested investment restrictions.
Notably, the firm’s client base includes corporate entities as well as individuals, an atypical mix for an independent adviser of this size. The firm uses an institutional custody platform (Schwab & Co.) for execution and reporting, retains proxy-voting and discretionary authority, and maintains policies to document and monitor personal and proprietary trading to address potential conflicts of interest.
Client services
Expertise
Fee options
1.45% annually, billed quarterly in arrears
Account minimum: $200,000 (subject to waiver at RKRCG’s sole discretion)
Main office
Long Island City NY
Advisors at this office
1
Most active in
New York
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:
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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