Rudius Management, L.P
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Overview
Rudius Management, L.P is a financial advisor firm based in New York, New York. The company manages $930.6 million in assets throughout six accounts, placing it among the bigger firms in the country by assets under management (AUM). The company has a small team, including 4 financial advisors. Rudius Management, L.P does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are tradable financial assets like options, bonds and equities.
Rudius Management, L.P manages all of its accounts on a discretionary basis. Discretionary management is a structure in which transaction judgments for the client's account are made by a portfolio manager without requiring client permission. Rudius Management, L.P administers an average of $155.1 million for each account. The typical advisor at Rudius Management, L.P administers about two client accounts, making it one of the most individualized financial advisor firms in the country.
The firm's main office is at 401 Greenwich Street, New York, New York 10013.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Rudius Management, L.P by the Numbers
$930.6 million
5
6
$155.1 million
Fee Structure
Financial advisory fees typically depend on which services are provided. Fee types billed by the company most likely include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its six clients, Rudius Management, L.P's biggest client is pooled investment vehicles. Around 67% of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Rudius Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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