RWR Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$160,342,730
Clients
8
Advisors
1
of 4 employees
About
RWR Investments LLC provides bespoke full-service asset management, Outsourced Chief Investment Officer (OCIO) services, and family office services to family offices, ultra‑high‑net‑worth individuals, trusts, and corporate entities. The firm also serves as investment manager to pooled vehicles and currently manages a private fund, RWR Crescent Cove, LLC, while conducting client mandates through separately managed accounts.
RWR tailors investment programs to each client’s goals, risk tolerance, and liquidity needs, with portfolio construction that spans public securities and alternative investments such as real estate, private equity, credit, and hedge funds. The firm uses bottom‑up fundamental analysis, selects and oversees third‑party managers when appropriate, and provides ongoing reporting, rebalancing, and coordination with other advisors as part of its OCIO and family office services.
Notably, RWR both sponsors a private fund (RWR Crescent Cove, LLC) and allocates client capital to underlying managers that may charge performance‑based fees, a combination that the firm discloses and monitors for conflicts and fee layering. Originating as a single‑family office, RWR emphasizes family‑wealth management and also offers sub‑advisory arrangements to other advisers while preparing for SEC registration after surpassing the $100 million threshold.
Client services
Expertise
Occupation focus
Fee options
$1 - $25,000,000: 1.00% annually $25,000,001 - $50,000,000: 0.50% annually $50,000,001+: 0.25% annually
Performance-based fees may be charged by underlying third-party managers or private funds, typically up to 20% of net profits.
Account minimum: $10,000,000
Main office
3131 Turtle Creek Blvd, Suite 301
Dallas TX 75219
Advisors at this office
1
Most active in
Texas
Disclosures
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Business activities & affiliations
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Accountant / CPA / tax prep
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Other specialized services
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