RSD Advisors LLC

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Assets, Funds, Holdings

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RSD Advisors LLC
CRD #152447
SEC #801-125917
CIK #
AUM 78.1 M (2026-03-02)
Employees 1 (100% Investors, 0% Brokers)
Phone347-689-2237
Address
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
806448321602010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 11 4.3
(b) Individuals (high net worth individuals) 15 72.6
(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 1 1.2
(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 65 78.1
By Discretionary
Discretionary 64 76.9
Non-Discretionary 1 1.2
Total 65 78.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 78.1
Total 65 78.1
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail
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