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Rdg Capital Management LLC

● SEC registered since 2024CRD 329749SEC# 801-129543Rochester, NY
Export (members)
Reg. AUM
$104.8M
Employees
3
Accounts
91
Location
Rochester, NY

Rdg Capital Management LLC assets under management

Rdg Capital Management LLC is an investment advisory firm registered with the SEC based in Rochester, NY. The firm has been registered since 2024. It reports $104.8 million in regulatory assets under management and employs 3 people.

Rdg Capital Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Amy A Ryan ControlChief Compliance Officer, Vice PresidentUnder 5%2023
Kate Kenney ControlOwner50-75%2023
Whitney Lorene Baniewicz ControlOwner50-75%2023

Frequently asked questions

How much does Rdg Capital Management LLC manage?

Rdg Capital Management LLC reports $104.8 million in regulatory assets under management on its Form ADV.

How many employees does Rdg Capital Management LLC have?

Rdg Capital Management LLC reports 3 employees.

Where is Rdg Capital Management LLC located?

Rdg Capital Management LLC is based in Rochester, NY and has been SEC-registered since 2024.

Does Rdg Capital Management LLC disclose fund performance?

Rdg Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 Winthrop St, Suite 140, Rochester, NY 14607
Phone585-673-2690
Office hours8:30a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$64.1M
Non-discretionary$40.7M
Total (RAUM)$104.8M