The RWR INVESTMENTS is a privately held investment adviser that advises $170.89mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. RWR INVESTMENTS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 1,788.39% over the last 5-years.
The Group has been registered with the SEC for 0.22 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3131 TURTLE CREEK BLVD SUITE 301, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 1 investment and 3 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $170.89mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $160.34mn or 93.83% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $10.55mn or 6.17% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $10.55mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
RWR INVESTMENTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.