Rjo Investment Management LLC is a large advisory firm based in Chicago. It manages $4.02 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Illinois and Texas.
Rjo Investment Management provides 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 Rjo Investment Management LLC is $4.02 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 13295% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rjo Investment Management LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Cary Wynn Musser has served as the Chief Investment Officer since 1 Jan 2010 and Gerald F Corcoran is the Chief Executive Officer of Rjo Investment Management LLC family office. Augustine Richard Perrotta joined the executive team most recently as the Chief Compliance Officer.
The principal office where Rjo Investment Management LLC performs its advisory services is located at 222 S. Riverside Plaza, Chicago, IL 60606, 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 312-373-4960 or by fax 312-373-5238. The normal business hours are 7:30 am - 5:00 pm on Monday - Friday.