Rdg Capital Management LLC
● SEC registered since 2024CRD 329749SEC# 801-129543Pittsford, NY
Reg. AUM
$131.8M
Employees
2
Accounts
91
Location
Pittsford, NY
Rdg Capital Management LLC assets under management
Rdg Capital Management LLC is an investment advisory firm registered with the SEC based in Pittsford, NY. The firm has been registered since 2024. It reports $131.8 million in regulatory assets under management and employs 2 people.
Rdg Capital Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kate Sally Kenney Control | Chief Compliance Officer, Owner | 50-75% | 2026 |
| Whitney Lorene Baniewicz Control | Owner | 50-75% | 2023 |
Frequently asked questions
How much does Rdg Capital Management LLC manage?
Rdg Capital Management LLC reports $131.8 million in regulatory assets under management on its Form ADV.
How many employees does Rdg Capital Management LLC have?
Rdg Capital Management LLC reports 2 employees.
Where is Rdg Capital Management LLC located?
Rdg Capital Management LLC is based in Pittsford, NY and has been SEC-registered since 2024.
Does Rdg Capital Management LLC disclose fund performance?
Rdg Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 Office Park Way, Suite 140, Pittsford, NY 14534 |
| Phone | 585-673-2690 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$131.8M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$131.8Mregulatory AUM
Discretionary $76.9MNon-discretionary $54.9M