The RITHOLTZ WEALTH MANAGEMENT is a privately held investment adviser that advises $7.7Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. RITHOLTZ WEALTH MANAGEMENT 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 326.19% over the last 5-years.
The Group has been registered with the SEC for 12.88 years and is comprised of 1 filing and 0 relying advisers. They operate out of 15 office locations with their Headquarters at 24 WEST 40TH STREET 15TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 83 employees comprised of 48 investment and 35 non-investment staff. The total number of Employees increased by 151.52% over the last 5-years.
Their $7.7Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 77 other accounts. Assets of High Net Worth Individuals clients own $6.51Bn or 84.62% of Total Assets and Individuals own $725.19mn or 9.42% of Total Assets.
The Group's top investment strategies include Multi Strat, representing nan% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
RITHOLTZ WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.