RH Investment Group LLC

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Assets, Funds, Holdings

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RH Investment Group LLC
CRD #115994
SEC #801-126273
CIK #0001528849
AUM $182.9 MM (2024-02-09)
Employees 2 (50% Investors, 0% Brokers)
Phone480-703-7872
Address7373 E Doubletree Ranch Road
Scottsdale, AZ 85258
Source [IAPD] [EDGAR]
Total AUM ($MM)
190152114763802004201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 1.6
(b) Individuals (high net worth individuals) 34 167.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 14.0
(n) Other 0 0.0
Total 94 182.9
By Discretionary
Discretionary 94 182.9
Non-Discretionary 0 0.0
Total 94 182.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 182.9
Total 94 182.9
EDGAR Form CIK 2011 - 2024
10-K [0001528849]
10-Q [0001528849]
3 [0001528849]
4 [0001528849]
5 [0001528849]
8-K [0001528849]
SC 13D [0001528849]
SC 13G [0001528849]
Form 13D/13G Filer Form 13D/13G Subject Filed
Citadel Securities GP LLC RH [2024-09-26]
Durable Capital Partners LP RH [2024-07-29]
Atreides Management LP RH [2024-02-14]
Lone Pine Capital LLC RH [2021-07-26]
D1 Capital Partners LP RH [2021-02-16]
Price T Rowe Associates Inc /MD/ RH [2020-12-10]
Berkshire Hathaway Inc RH [2020-02-14]
Renaissance Technologies LLC RH [2020-02-12]
Susquehanna Securities RH [2019-02-14]
Friedman Gary G RH [2018-02-14]
View All
Form 3/4/5 Subject 2011 - 2024
Demilio Mark S
RH
Duban Stefan
Belling Keith
Mitic Kathleen C.
Rowghani Ali
Schlesinger Leonard A
Alberini Carlos
Krane Hilary K
Friedman Gary G
View All
Comparable Firms State AUM ($BB)
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North Star Advisory Group LLC
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Bazis Private Wealth LLC
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Kaizen Financial Strategies LLC
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CornerStone Advisors LLC
AR 0.2
Calderwood Financial Strategies Inc
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Tassel Capital Management Inc
NC 0.2
Dean Wealth Partners LLC
TX 0.2
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