|
⚲
|
| RWR Investments LLC
✚
|
|
|---|---|
| CRD # | 157966 |
| SEC # | 801-136167 |
| CIK # | |
| AUM | $170.9 M (2026-05-07) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 214-308-1970 |
| Address | 3131 Turtle Creek Blvd Dallas, TX 75219 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | RWR Crescent Cove LLC | 2026-04-01 | 10.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 8 | 160.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 10.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 170.9 |
| By Discretionary | ||
| Discretionary | 9 | 170.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 170.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.9 | |
| Total | 9 | 170.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Accelerated Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Astra Ventures Investment Partners LLC
✚
|
0.2 | |
|
William B Walkup & Associates Inc
✚
|
SC | 0.2 |
|
Alan B Lancz & Associates Inc
✚
|
OH | 0.2 |
|
Seamans Capital Management LLC
✚
|
MA | 0.2 |
|
Old Vine Capital LLC
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|
0.2 | |
|
Peak Capital Management LLC
✚
|
CO | 0.2 |
|
Capital IP Investment Partners LP
✚
|
0.2 | |
|
Kingsbury Capital Investment Advisors LLC
✚
|
0.2 | |
|
Clearpath Capital Partners LLC
✚
|
CA | 0.2 |