RLT Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,800,000
Clients
0
Advisors
1
of 1 employees
About
RLT Capital, LLC serves as investment manager to a privately pooled investment vehicle, Pomeroy Capital Partners, LP, and, on a limited basis, to separately managed accounts for high net worth individuals and other entities. The firm provides investment management services only and does not offer financial planning or other advisory services.
RLT’s investment process is research‑intensive and value‑driven, described as an “owner” approach that emphasizes long‑term conviction, conservative valuation, and concentrated equity positions (generally targeting roughly eight to fifteen investments). The firm manages the Fund with full discretionary authority under its partnership agreement, while separately managed accounts may be handled on either a discretionary or non‑discretionary basis; the Fund also charges performance‑based fees subject to a high‑water mark.
What is distinctive relative to many peers is that, as General Partner to the Fund, RLT is deemed to have custody under the Custody Rule while using a qualified custodian (Interactive Brokers) for Fund assets — a custody profile that is uncommon among similar managers. The firm’s reporting shows a majority of its AUM is managed on a non‑discretionary basis, and it uses side‑letter arrangements and fee waivers for certain investors, which can result in different economic or withdrawal rights for some limited partners.
Client services
Expertise
Fee options
$0+: 1.0% annually for Separately Managed Accounts, paid monthly (0.08% monthly) in arrears $0+: 1.0% annually for Fund Limited Partners, paid quarterly (0.25% quarterly) on Capital Account value
15% of net profits exceeding 6% annual hurdle for Fund Limited Partners, subject to high water mark and loss carryforward
Account minimum: $100,000 (may be waived at discretion) Fee-only: 1.0% annually for SMAs; 1.0% annually management fee plus 15% performance-based fees for Fund Limited Partners
Main office
Phoenix AZ
Advisors at this office
1
Most active in
Arizona
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Fund sponsor
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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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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