A complete list of active advisors currently associated with RWR Investments LLC

Warmer can help you find a great advisor at RWR Investments LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at RWR Investments 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.