Bluffview Ria, LP (Dallas)

Bluffview Ria, LP is a large advisory firm based in Dallas. It manages $660.32 million of regulatory assets for 486 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Louisiana, Nebraska, Texas, and Virginia.

Bluffview Ria provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bluffview Ria: assets under management

The assets under management (AUM) of Bluffview Ria, LP is $660.32 million. The firm's AUM has grown by 1626% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $189.47 million in discretionary accounts and $470.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.38 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.1 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bluffview Ria, LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bluffview Ria, LP

Jeffrey Gordon Rupp has been acting as President since 1 Nov 2003. Llc 575 Partners joined the executive team most recently as the General Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lp Bluffview Wealth Management	Limited partner	1 Nov 2003	75% - 100%	20-0378452
Llc Rcb Partners	General partner	1 Nov 2003	Other	20-0378416
Jeffrey Gordon Rupp	President	1 Nov 2003	Other	1505247
Todd Laverne Clendening	Vice-president	1 Nov 2003	Other	728543
Raymond Craig Brubaker	Vice-president	1 Nov 2003	Other	2578337
Llc Bluffview Wealth Management	Limited partner	1 Nov 2003	75% - 100%	20-0378452
Ira Michael Goodrich	Vice-president	1 Apr 2004	Other	2129958
Llc 575 Partners	General partner	1 Mar 2009	Other	32-0134305

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Gordon Rupp	Member	1 Mar 2009	75% - 100%	1505247

Based in Dallas

The principal office where Bluffview Ria, LP performs its advisory services is located at 2000 Mckinney Avenue, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-855-2550 or by fax 214-855-2555. The normal business hours are 8:30 to 4:00 central on Monday - Friday.