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Rodel Corriente (SY) LLC

Updated today

Total assets under management

$9,000,000

Total clients

0

Total advisors

1

of 1 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

0

Average account size

About

Rodel Corriente (SY) LLC operates primarily as an investment manager for pooled vehicles and institutional mandates, overseeing roughly $9 million in assets with a single registered advisor. Although its main focus is on pooled/institutional strategies, the firm’s disclosures indicate it also serves individual non–high-net-worth clients, a client mix that is uncommon for managers in this category.

The firm’s ADV indicates it does not use a standard percentage-of-assets-under-management fee schedule and instead employs alternative fee arrangements, which is atypical among peer investment managers. Given its small team, portfolio management and client-service responsibilities are handled directly by the firm’s advisor rather than distributed across a larger staff.

Noteworthy distinctions include the combination of pooled vehicle mandates with individual non‑HNW clients and the absence of conventional percentage‑of‑AUM billing, both of which are statistically uncommon for investment managers of this type. The publicly filed brochure also contains an unrelated electronic miscellaneous document (an airline booking/EMD with a booking reference), an unusual inclusion that may be relevant when reviewing the firm’s disclosure materials.

Client services

Portfolio management

Main office location

Rodel Corriente (SY) LLC

Arcadia CA, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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