Rodney Square Management Corp (Wilmington)

Rodney Square Management Corp is a large advisory firm based in Wilmington. It manages $12.81 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001.

Rodney Square Management Corp provides portfolio management for investment companies and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rodney Square Management Corp: assets under management

The assets under management (AUM) of Rodney Square Management Corp is $12.81 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 141% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.81 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $492.87 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rodney Square Management Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rodney Square Management Corp

Eric Kwok Sun Cheung has been acting as President since 1 Nov 1998. M&T Bank Corporation joined the executive team most recently as the Sole Stockholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Michael Fahey	Vice president, secretary, director	1 Jul 1984	Other	4341353
Scott William Edmonds	Assistant vice president	1 Jan 1998	Other	4341360
James John Palermo	Assistant vice president	1 Jan 1998	Other	4341364
Robert James Christian	President, ceo, director	1 Feb 1998	Other	4341345
Eric Kwok Sun Cheung	Director	1 Nov 1998	Other	4341347
Wilmington Trust Corporation	100% shareholder	1 Jan 2001	75% - 100%	51-00328154
E. Matthew Brown	Vice president, director	1 May 2001	Other	4414750
Wilmington Trust Corporation	100% shareholder	1 May 2001	75% - 100%	51-00328154
Robert Mcgee Balentine	President and chief executive officer	1 Oct 2004	Other	871621
Anna M. Bencrowsky	Vice president and chief compliance officer	1 Oct 2004	Other	4808662
Joseph Michael Fahey	Vice president, secretary, treasurer	1 Jun 2005	Other	4341353
Neil Edward Wolfson	Vice president, director	1 Jun 2005	Other	2214624
Rex Phillip Macey	Vice president, director	1 Jun 2005	Other	1781700
Robert Mcgee Balentine	Chief executive officer	1 Oct 2006	Other	871621
Neil Edward Wolfson	Director, president	1 Oct 2006	Other	2214624
Clayton Monroe Albright	Director, vice president	1 Oct 2006	Other	4918282
Robert Edward Reiser	Vice president, chief investment officer	1 Oct 2006	Other	3188119
John James Kelley	Director, vice president, chief operating officer	1 Oct 2006	Other	4868529
Robert Samuel Fraundorf	Director, vice president	1 Dec 2008	Other	4563263
Michael A Digregorio	Director	1 Aug 2009	Other	5714087
Kenneth Gerard Thompson	Director	1 May 2011	Other	1510315
Gregory Burns Mcshea	Director	1 May 2011	Other	2870963
Elizabeth Anne Hale	Director	1 May 2011	Other	5941591

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
M&T Bank Corporation	Sole stockholder	1 May 2011	75% - 100%	16-0538020

Based in Wilmington

The principal office where Rodney Square Management Corp performs its advisory services is located at 1100 North Market Street, Wilmington, DE 19890 0001, 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 302-651-8512 or by fax 302-427-4828. The normal business hours are 8:00-5:00 on Monday - Friday.