|
⚲
|
| R2 Capital Strategies LLC
✚
|
|
|---|---|
| CRD # | 338490 |
| SEC # | 801-134643 |
| CIK # | |
| AUM | $236.0 M (2026-04-01) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 402-489-9375 |
| Address | 6940 O Street Lincoln, NE 68510 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 400 | 133.2 |
| (b) Individuals (high net worth individuals) | 30 | 102.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 883 | 236.0 |
| By Discretionary | ||
| Discretionary | 818 | 219.6 |
| Non-Discretionary | 65 | 16.5 |
| Total | 883 | 236.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.0 | |
| Total | 883 | 236.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quest 10 Wealth Builders Inc
✚
|
NC | 0.2 |
|
Arlington Capital Management Inc
✚
|
IL | 0.2 |
|
Crew Capital Management Ltd
✚
|
OR | 0.2 |
|
Weber Hartmann Vrijhof & Partners Ltd
✚
|
0.2 | |
|
Big Sioux Financial Inc
✚
|
SD | 0.2 |
|
Camelot Technology Advisors Inc
✚
|
CA | 0.2 |
|
Sustainable Advisors Alliance LLC
✚
|
OK | 0.2 |
|
Tevis Investment Management LLC
✚
|
TX | 0.2 |
|
Adaptation Financial Advisors Inc
✚
|
OK | 0.2 |
|
Figure 8 Investment Strategies LLC
✚
|
ID | 0.2 |