RB Capital Management LLC

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Assets, Funds, Holdings

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CAFR Data
RB Capital Management LLC
CRD #125678
SEC #801-62043
CIK #
AUM $314.8 MM (100% Disc, 100% US)
Employees12 (92% Investors, 50% Brokers)
Phone559-478-2565
Address6435 N Palm Avenue
Fresno, CA 93704
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
55044033022011002001200720132020
Sector Holding Cap ($MM) Value ($MM)
AAPL843,560.07.1
BMS4,810.04.2
SBUX86,650.03.5
NKE135,060.03.0
COST101,060.02.9
CRM120,600.02.3
GOOG817,370.02.0
BCX777.41.9
FB491,090.01.8
AMZN820,610.01.8
View All
Holdings by Sector ($)
0.20.20.10.10.00.02017201820192020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF The Essential Enhanced Income Fund LP [2009-03-13] 1.6 3.6
View All
Fund Directors # Filings # Firms 2011 - 2019
Robert Ballan 1 1
RB Capital Management LLC 1 1
Comparable Firms State AUM ($BB)
Birch Run Capital Advisors LP
NY 0.3
Columbia River Advisors LLC
WA 0.3
KDI Capital Partners LLC
NC 0.3
Covision Advisors LLC
NY 0.3
Minerva Advisors LLC
PA 0.3
White Pine Capital LLC
MN 0.3
David Cook & Associates Inc
GA 0.3
Willowbridge Associates Inc
NJ 0.3
Avestar Capital LLC
NY 0.3
Powell Investment Advisors LLC
FL 0.3
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