RWR Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$170,892,730
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
8
100% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
8
Average account size
$21,361,591
About
RWR Investments LLC provides discretionary investment management primarily through separately managed accounts for family offices, ultra‑high‑net‑worth individuals, trust entities, business entities, and limited partnerships. The firm delivers tailored services including asset allocation, manager selection, portfolio customization, and performance reporting, and reported approximately $92.7 million in discretionary assets under management as of December 31, 2024.
The firm’s investment process combines bottom‑up fundamental research for public equities and fixed income with a structured due diligence framework—quantitative, qualitative, and operational—when allocating to third‑party managers. RWR commonly exercises broad discretionary authority, aggregates trades when practical, and discloses that it may charge performance‑based fees and place client capital with external hedge fund and private equity managers, noting the additional risks and layered fees that entails.
Noteworthy for a manager in this category, RWR explicitly documents serving business and limited partnership clients and formalizes the selection of other advisers and underlying managers as a core part of its offering. Investment oversight is centralized—the firm’s principal acts as the portfolio manager and conducts daily account reviews—and the firm states it may waive its stated $10 million account minimum, providing some flexibility in client acceptance.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Private / alternative investments
Concentrated stock management
Occupation focus
Founder/Business Owner
Fee options
$0 - $25,000,000: 1.000% annually (0.250% quarterly) $25,000,001 - $50,000,000: 0.500% annually (0.125% quarterly) $50,000,001+: 0.250% annually (0.063% quarterly)
Performance-based fees charged to clients from time to time; underlying managers may also charge performance fees (typically up to 20% of net profits).
Account minimum: $10,000,000 (may be waived at discretion)
Main office location
RWR Investments LLC
3131 Turtle Creek Blvd, Suite 301
Dallas TX 75219, United States
Number of offices
1
Most active in
RWR Investments LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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
Quick links
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