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Richie Capital Group

Updated today

Client assets under management

$11,728,226

Clients

50

100% high-net worth

Advisors

1

of 2 employees

Firm type

Independent

1 advisor

Clients per advisor

50

High

Average account size

$234,565

About

Richie Capital Group serves foundations, endowments, pensions, family offices, trusts, business entities and high‑net‑worth individuals, providing discretionary portfolio management through both separately managed accounts and privately offered pooled investment vehicles. The firm acts as the investment manager and sponsor/general partner for a private long/short equity fund while also offering proprietary SMA strategies tailored to client objectives.

RCG’s investment approach is equity‑oriented and bottom‑up, relying on fundamental research to build concentrated portfolios of companies believed to be mispriced, with flexibility to invest across market capitalizations subject to the firm’s stated minimums. The manager uses long and short equity positions and, on occasion, options to seek long‑term capital appreciation and to hedge market exposure, and it generally manages client accounts on a discretionary basis consistent with each client’s risk profile.

Distinctive features include RCG’s dual role as private fund sponsor/GP and as adviser to pooled vehicles, its use of performance‑based compensation arrangements, and its provision of periodic performance results and reporting to investors. The firm’s client base is weighted toward qualified, high‑net‑worth and institutional investors and typically involves larger account commitments; RCG discloses and maintains policies intended to address conflicts that can arise from side‑by‑side management.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing

Fee options

Percentage

1.00% annually (Select Alpha Strategy base rate for accredited and qualified clients)

Performance-based

20% performance fee subject to benchmark for accredited and qualified clients in Select Alpha Strategy and RCG Alpha Long Short Fund.

Other

Account minimum: $5,000,000 minimum for separately managed accounts, subject to waiver by management

Main office location

Richie Capital Group

2028 E. Ben White Blvd, Suite 550

Austin TX 78741, United States

Number of offices

1

Most active in

Georgia · Texas

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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