Rr Advisors, LLC is a large advisory firm based in Dallas. It manages $1.04 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Texas.
Rr Advisors provides portfolio management for individuals and small businesses, 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 Rr Advisors, LLC is $1.04 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% 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 Rr Advisors, LLC for their services and products based on a percentage of assets under management 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 charitable organizations, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of William Mark Meyer is pooled investment vehicles with 8 clients and $873.99 million of assets under management. Among the 8 most similar advisory firms, Rr Advisors has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.04 billion for 16 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Rr Advisors also advises several private funds. Namely, five hedge funds, one private equity fund, and two venture capital funds. The minimum investment commitment required of non-related persons ranges from $25,000 to $250,000.
The company employs 10 people that are either part- or full-time employees. 30 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
William Mark Meyer has been acting as President since 1 May 2007. Tonya Brandt Hamilton joined the executive team most recently as the Chief Financial Officer And Chief Operating Officer.
The principal office where Rr Advisors, LLC performs its advisory services is located at 3953 Maple Avenue, Dallas, TX 75219, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-871-8680 or by fax 214-871-8683. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday.