Raith Capital Partners, LLC is a large advisory firm based in New York. It manages $1 billion of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.
Raith Capital Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Raith Capital Partners, LLC is $1 billion. The firm's AUM has grown by 318% since the beginning of its operation, and $398.45 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Raith Capital Partners, LLC for their services and products based on a percentage of assets under management 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.
The firm provides services to insurance companies and pooled investment vehicles. The largest group of clients of Raith Capital Partners is pooled investment vehicles with 29 clients and $967.95 million of assets under management. Among the 10 most similar advisory firms, Raith Capital Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1 billion for 30 clients. 80% of the firm’s clients are foreign persons or businesses.
Raith Capital Partners also advises several private funds. Namely, seven real estate funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $10,000,000.
The company employs 14 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people 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.
The principal office where Raith Capital Partners, LLC performs its advisory services is located at 424 Madison Avenue, New York, NY 10017, 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 212-938-6995 or by fax 212-938-6955. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at raithcapital.com.