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Rcg Ardis Capital LLC (Boston)


Rcg Ardis Capital LLC is a large advisory firm based in Boston. It manages $71.82 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.

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Rcg Ardis Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rcg Ardis Capital: assets under management

The assets under management (AUM) of Rcg Ardis Capital LLC is $71.82 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $71.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.91 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rcg Ardis Capital 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.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Peter Anthony Cohen Executive committee member 1 Jul 1997 Other 50111
Thomas Wolff Strauss Executive committee member 1 Jul 1997 Other 438203
Morgan B Stark Executive committee member 1 Jul 1997 Other 1959400
Jeffrey Marc Solomon Executive committee member 1 Jul 1997 Other 2133254
Llc C4s & Co. Managing member 1 Aug 1997 Other 13-3937658

Based in Boston

The principal office where Rcg Ardis Capital LLC performs its advisory services is located at 1 Beacon St., Boston, MA 02108 The mailing address of the firm is 599 Lexington Ave, New York, NY 10022. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-224-5500 or by fax 617-224-5501. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.ramius.com.


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