RFE Management Corporation

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Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
PE	RFE Investment Partners X LP	[2026-03-31]	55.1 M	55.1 M
	Offered $250,000,000 · Filed 2025-12-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $194,920,000 · Duration One year or less · Finder's Fee $175,000 · Revenue Decline to Disclose
PE	RFE TBP SPV LP	[2023-03-31]	94.6 M	170.1 M
	Filed 2022-12-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $1,500,000 · Revenue Decline to Disclose
PE	RFE VIII-A LP	2022-03-31		35.4 M
PE	RFE Investment Partners IX LP	[2020-03-30]	190.1 M	421.5 M
	Filed 2022-05-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $1,374,375 · Revenue Decline to Disclose
PE	RFE IX Parallel LP	[2019-03-29]	67.0 M	26.4 M
	Filed 2020-02-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	RFE Investment Partners IV LP	2012-02-14		3.9 M
PE	RFE Investment Partners VIII LP	[2012-02-14]	248.5 M	225.9 M
	Offered $248,469,388 · Filed 2013-07-30 (D/A) · Exemption 506, 3(c), 3(c)(7) · Duration More than one year · Commission $1,208,603 · Revenue Decline to Disclose
PE	RFE Investment Partners VII LP	[2012-02-14]		14.2 M
PE	RFE Investment Partners V LP	2012-02-14		2.5 M
PE	RFE VI SBIC LP	2012-02-14		18.0 M

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(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	7	913.3
(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	7	913.3
By Discretionary
Discretionary	7	913.3
Non-Discretionary	0	0.0
Total	7	913.3
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		913.3
Total	7	913.3

Form D Directors	Role	# Filings	# Firms
Michael Foster	Director, Executive Officer	38	3
James Parsons	Director, Executive Officer	52	2
Michael Rubel	Director, Executive Officer	33	2
Paul Schilpp	Director, Executive Officer	18	2
R Reiter Jr	Director, Executive Officer	14	2
Edward Truslow	Executive Officer	12	2
Donald Juricic	Director, Executive Officer	5	1
Rfe Management Corporation	Executive Officer	3	1
Rfe Associates IX LLC	Executive Officer	2	1
Rfe Tbp SPV GP LLC	Director	1	1
View All

Comparable Firms	State	AUM
GLS Capital LLC ✚	IL	924.7 M
Riverside Partners LLC ✚	MA	923.7 M
Gatsby Management LLC ✚		921.9 M
Madryn Asset Management LP ✚	NY	915.0 M
Christopher & Co LLC ✚	TX	913.8 M
Braemont Capital Management LLC ✚	TX	913.0 M
Estancia Capital Management LLC ✚	AZ	908.0 M
Navimed Capital Advisors LLC ✚	VA	904.9 M
Trimer Capital Management LP ✚	CA	901.5 M
Riata Capital Group LLC ✚	TX	901.1 M

Assets, Funds, Holdings