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Riskhedge Analytics, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$95,000
Clients
1
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$95,000
About
Riskhedge Analytics, LLC is a state-registered independent investment adviser that provides discretionary portfolio management and investment consultancies to individuals, trusts, investment companies and pension plans. The firm generally requires a $100,000 account minimum and can engage clients under either asset‑based management agreements or performance‑fee arrangements for qualifying investors.
The firm’s investment approach combines proprietary quantitative models with fundamental analysis and a long‑term buy‑and‑hold philosophy, supplemented by technical indicators, charting and asset‑allocation strategies; proprietary software and the selective use of futures and other derivatives may be used for hedging and investment purposes. Riskhedge may charge a traditional percentage‑of‑AUM management fee or, for clients meeting specified thresholds, a performance‑based fee (calculated annually using a high‑watermark method), and it maintains written allocation policies to address side‑by‑side management issues.
What is noteworthy is the firm’s willingness to accept performance‑based compensation and to serve institutional clients and pension plans—services that are less common among independent advisers of this size. The firm also highlights its principal’s FRM (Financial Risk Manager) credential, states it does not participate in soft‑dollar arrangements, and indicates it does not take custody of client assets or receive commissions, features that may differentiate it from many peers.
Client services
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Up to 20.00% on capital appreciation of assets for clients with net worth $1 million or account value $500,000 or greater, calculated annually using a high watermark system.
Account minimum: $100,000
Main office location
Riskhedge Analytics, LLC
Elkridge MD, United States
Number of offices
1
Most active in
Riskhedge Analytics, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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