Rerc, LLC (Waverly)

Name: Rerc, LLC
Address: 1810 4 Th St. Sw, Waverly, IA, 50677
Telephone: 319-352-1500

Rerc, LLC is a pension cosultant based in Waverly. It has been registered with the SEC as an adviser since 2014.

Rerc provides pension consulting services, publication of newsletters, and independent fiduciary services for collective investment funds of erisa plans. real estate advisory services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rerc, LLC for their services and products based on hourly charges, subscription fees, and fixed fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kenneth Paul Riggs serves?

The firm provides services to pension and profit sharing plans and state or municipal government entities. The largest group of clients of Kenneth Paul Riggs is pension and profit sharing plans with 2 clients and $0 of assets under management. Among the 3 most similar advisory firms, Rerc has the highest percentage of pension and profit sharing plans out of all clients.

1% of the firm’s clients are foreign persons or businesses.

Rerc doesn't advise any private funds.

Careers at Rerc, LLC

The company employs 98 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Kenneth Paul Riggs has been acting as President since 1 Dec 1996. Lp Situsamc Group Holdings joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Paul Riggs	President/chief compliance officer	1 Dec 1996	Other	4721105
Situs Group Llc	Owner	1 Feb 2014	75% - 100%	46-4901766

Indirect Owners

The SEC currently registers 16 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Wlr Sc Financing Conduit	Owner	1 Jan 2013	25% - 50%	27-2822503
South Carolina Pension Fund	Owner	1 Jan 2013	75% - 100%	57-604-2472
Llc Helios Ventures	Owner	1 Jan 2013	25% - 50%	45-3360707
Rrep Ventures Llc	Owner	1 Jan 2013	75% - 100%	27-4696156
Llc Hyperion Commercial Mortgage Services	Owner	1 Jan 2013	50% - 75%	26-3544499
Ranieri Partners Llc	Owner	1 Jan 2013	75% - 100%	74-3236487
Ranieri Real Estate Partners Lp	Owner	1 Jan 2013	75% - 100%	27-2988602
Situs Group Holdings Corporation	Owner	1 Mar 2015	75% - 100%	47-2614238
L.P. Situs Group Holdings	Owner	1 Mar 2015	75% - 100%	47-2622598
Llc Situs Group Holdings Gp	General partner	1 Mar 2015	Other	47-2639818
L.P. Trident Vi	Partners	1 Mar 2015	25% - 50%	00-0000000
L.P. Trident Vi Parallel	Partners	1 Mar 2015	25% - 50%	00-0000000
Lp Situsamc Group Holdings	Owner	1 Jul 2019	75% - 100%	47-2622598
L.P. Trident Capital Vii	Partners	1 Jul 2019	25% - 50%	00-0000000
L.P. Trident Capital Vi	Partners	1 Jul 2019	25% - 50%	00-0000000
Situsamc Holdings Corporation	Owner	1 Jul 2019	75% - 100%	84-2147948

Based in Waverly

The principal office where Rerc, LLC performs its advisory services is located at 1810 4 Th St. Sw, Waverly, IA 50677, which is also the mailing address of the firm. An additional office of the firm is in Parsippany, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 319-352-1500 or by fax 319-352-4050. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at rerc.com and its LinkedIn profile.