A complete list of active advisors currently associated with RLT Capital, LLC

Warmer can help you find a great advisor at RLT Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at RLT Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.