Rg Liquid Alts, LP is a related adviser based in Dallas. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Florida and Texas.
Rg Liquid Alts provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has a single stream of revenue. Clients pay Rg Liquid Alts, LP for their services and products based on a percentage of assets under management. 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.
The only and largest group of clients of Rg Liquid Alts is investment companies with 1 clients and $0 of assets under management. Among the 2 most similar advisory firms, Rg Liquid Alts has the highest percentage of investment companies out of all clients.
None of the firm’s clients are foreign persons or businesses.
Rg Liquid Alts doesn't advise any private funds.
The company employs 20 people that are either part- or full-time employees. 10 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person 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.
Benjamin Edward Mcmillan joined the executive team most recently as the Portfolio Manager.
The principal office where Rg Liquid Alts, LP performs its advisory services is located at 2828 N. Harwood Street, Suite 1900, Dallas, TX 75208, which is also the mailing address of the firm. An additional office of the firm is in Clearwater, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-871-5200. The normal business hours are 8am - 5pm on Monday - Friday.