The THOMAS RICKETTS REVOCABLE TRUST is a privately held investment adviser that advises $91.69mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. THOMAS RICKETTS REVOCABLE TRUST is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 51.91% over the last 5-years.
The Group has been registered with the SEC for 5.96 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1199 N. FAIRFAX ST. SUITE 801, ALEXANDRIA, VIRGINIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 4 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $91.69mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $60.79mn or 66.3% of Total Assets and Investment Companies (IC) own $24.2mn or 26.39% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
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 management fees.
THOMAS RICKETTS REVOCABLE TRUST names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.