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| Happy Holidays!! thanks for using AUM13F!! |
| RDG Capital Management LLC
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| CRD # | 329749 |
| SEC # | 801-129543 |
| CIK # | |
| AUM | $104.8 M (2025-03-31) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 585-673-2683 |
| Address | 10 Winthrop St Rochester, NY 14607 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Salient MLP Fund LP | 2012-03-30 | 200.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 8.3 |
| (b) Individuals (high net worth individuals) | 19 | 48.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 40.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 7.8 |
| (n) Other | 0 | 0.0 |
| Total | 91 | 104.8 |
| By Discretionary | ||
| Discretionary | 51 | 64.1 |
| Non-Discretionary | 40 | 40.7 |
| Total | 91 | 104.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.8 | |
| Total | 91 | 104.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quantor Capital LLC
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|
TX | 0.1 |
|
JRB Capital Management LLC
✚
|
0.1 | |
|
Cruiser Capital Advisors LLC
✚
|
CT | 0.1 |
|
Bishop & Associates Inc
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|
PA | 0.1 |
|
Branzan Investment Advisors Inc
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|
CO | 0.1 |
|
Cedarview Capital Management LP
✚
|
NY | 0.1 |
|
Seacrest Investment Management LLC
✚
|
NY | 0.1 |
|
Dipsea Capital LLC
✚
|
CA | 0.1 |
|
ZEST Capital LLC
✚
|
FL | 0.1 |
|
Cygnus Capital Advisers LLC
✚
|
GA | 0.1 |