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Rapidan Capital, LLC (Red Bank)


Rapidan Capital, LLC is an adviser based in Red Bank. It manages $14.5 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2005.

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Rapidan Capital provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rapidan Capital: assets under management

The assets under management (AUM) of Rapidan Capital, LLC is $14.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $14.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.81 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rapidan Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
T/W Of Eugene Holt Member 1 Nov 1995 25% - 50% 54-6030927
T/W Of Edna Barnes Holt Member 1 Nov 1995 25% - 50% 54-6094420
Lc Ehi Member 1 Nov 1995 25% - 50% 54-1842617
Eugene Holt Massey Trustee;trustee;member 1 Feb 1997 Other 5209780
Ivor Massey Trustee:trustee;member 1 Feb 1997 Other 5209782
Michael Holt Massey Trustee;trustee;member 1 Feb 1997 Other 5209783
William Berkowitz Family Irrevocable Trust Limited partner 1 Aug 2004 75% - 100% 20-6295634
Dale Sheryl Berkowitz Beneficiary 1 Aug 2004 75% - 100% 5071164
Dale S Berkowitz Rev Trust Limited partner 1 Aug 2004 25% - 50% xxx-xx-xxxx
Lc Triad Member 1 Nov 2005 75% - 100% 54-1798159

Based in Red Bank

The principal office where Rapidan Capital, LLC performs its advisory services is located at 125 Half Mile Road, Red Bank, NJ 07701, 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 732-800-2375 or by fax 732-933-2601. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.rapidancapital.com.


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