Rwc Asset Advisors (Us) LLC is a large advisory firm based in Miami. It manages $3.77 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Florida.
Rwc Asset Advisors (Us) provides portfolio management for investment companies, 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 Rwc Asset Advisors (Us) LLC is $3.77 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2011% since the beginning of its operation, and $1.85 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Rwc Asset Advisors (Us) LLC for their services and products based on a percentage of assets under management and performance-based 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.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Rwc Asset Advisors (Us) is pooled investment vehicles with 3 clients and $2.51 billion of assets under management. Among the 8 most similar advisory firms, Rwc Asset Advisors (Us) has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.86 billion for 6 clients. 10% of the firm’s clients are foreign persons or businesses.
Rwc Asset Advisors (Us) also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 20 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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.
The principal office where Rwc Asset Advisors (Us) LLC performs its advisory services is located at 2640 S. Bayshore Drive, Miami, FL 33133, which is also the mailing address of the firm. An additional office of the firm is in Tampa, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 3056029501 or by fax 3056029509. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.