Rlj Equity Partners, LLC (Bethesda)

Name: Rlj Equity Partners, LLC
Address: 7315 Wisconsin Avenue, Bethesda, MD, 20814
Telephone: 240-744-7852

Rlj Equity Partners, LLC is a large advisory firm based in Bethesda. It manages $378.9 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Maryland.

Rlj Equity Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rlj Equity Partners: assets under management

The assets under management (AUM) of Rlj Equity Partners, LLC is $378.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $378.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $189.45 million each.

Rlj Equity Partners has custody of $378.9 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rlj Equity Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Rlj Equity Partners serves?

The only and largest group of clients of Rlj Equity Partners is pooled investment vehicles with 2 clients and $378.9 million of assets under management. Among the 10 most similar advisory firms, Rlj Equity Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $378.9 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Rlj Equity Partners also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Rlj Equity Partners, LLC

The company employs 10 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Rlj Companies	Managing member	1 Jan 2006	75% - 100%	42-1697894
Llc Tc Group	Member	1 Jan 2006	Other	54-1686957
Jesse Maurice Burwell	Chief financial officer	1 Jun 2006	Other	6039538
Rufus Henry Rivers	Managing partner	1 Jan 2007	Other	1686895
Jesse Maurice Burwell	Chief compliance officer	1 Mar 2012	Other	6039538
Ernita Marie Frazier	Cco	1 Dec 2013	Other	2257919
Ernita Frazier Thomas	Cco	1 Dec 2013	Other	2257919

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
William Elias Conway	Managing member	1 Dec 2000	25% - 50%	1776820
Daniel Anthony D'aniello	Managing member	1 Dec 2000	25% - 50%	1723797
David Mark Rubenstein	Managing member	1 Dec 2000	25% - 50%	1723794
Llc Tcg Holdings	Member	1 Dec 2000	75% - 100%	54-1686011
Robert Louis Johnson	Managing member	1 Dec 2005	75% - 100%	5168771

Based in Bethesda

The principal office where Rlj Equity Partners, LLC performs its advisory services is located at 7315 Wisconsin Avenue, Bethesda, MD 20814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 240-744-7852 or by fax 240-744-7886. The normal business hours are 9am - 6pm on Monday - Friday. You can find more information about the New York firm at rljequitypartners.com and its LinkedIn profile.