RLT Capital, LLC logo

RLT Capital, LLC

Updated today

Client AUM

$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

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management

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Fee options

Percentage

$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

Performance-based

15% of net profits exceeding 6% annual hurdle for Fund Limited Partners, subject to high water mark and loss carryforward

Other

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

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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