Rvx Asset Management LLC is a large advisory firm based in Aventura. It manages $178.48 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Florida.
Rvx Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rvx Asset Management LLC is $178.48 million. The firm's AUM has grown by 17748% since the beginning of its operation, and $154.62 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Rvx Asset Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Rvx Asset Management is pooled investment vehicles with 1 clients and $18.44 million of assets under management. Among the 8 most similar advisory firms, Rvx Asset Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $23.85 million for 2 clients. 60% of the firm’s clients are foreign persons or businesses.
Rvx Asset Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 13 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Raymond Thompson Zucaro has served as the Chief Investment Officer since 1 Sep 2015 and Gliksberg Jacques is the Chief Executive Officer of Rvx Asset Management LLC family office. Todd Sinclair Jessup joined the executive team most recently as the Director Of Institutional Client.
The principal office where Rvx Asset Management LLC performs its advisory services is located at 20900 Ne 30 Th Avenue,, Aventura, FL 33180, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-363-6890 or by fax 305-675-0394. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at rvx-am.com/.