Advisor at Rikoon Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rikoon Capital Partners, LLC
Location
Santa Fe, NM 87505
Credentials
Series 63, Series 65
Industry experience
24 years
Robert Rikoon is the principal of Rikoon Capital Partners, LLC, an independent advisory firm based in Santa Fe, NM. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including leadership of Rikoon Group LLC from 2007 to 2020. Outside of advisory work, he is involved in private fiduciary services, real estate projects, private lending, and art-related business activities such as painting, sculpture, and lithography. Rikoon Investment Advisors, LLC provides consulting and sub-advisory services exclusively to another registered investment adviser, focusing on private and alternative investments with an emphasis on diversification, income production, and capital preservation. The firm supports due diligence and ongoing monitoring of private Rule 506 offerings without maintaining client assets or managing individual portfolios.
Based on Rikoon Capital Partners, LLC
Minimum fee: Flat fee negotiated with Shining Rock Advisors, LLC; not tied to client assets under management Fee-only: Flat fee negotiated with Shining Rock Advisors, LLC; paid quarterly in arrears, not asset-based
2219 Old Arroyo Chamiso
Santa Fe, NM 87505
New Mexico
Rikoon Capital Partners LLC
2020 - Present (6 years)
Rikoon Group Llc
2007 - 2020 (13 years)
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