The Rikoon Group, LLC
CRD 131435SEC# 801-63095
No longer SEC-registered. The Rikoon Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$72.2M
Employees
2
Accounts
194
Location
—
The Rikoon Group, LLC assets under management
The Rikoon Group, LLC is a registered investment adviser overseen by the SEC. It reports $72.2 million in regulatory assets under management and employs 2 people.
The Rikoon Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hightower Holding, LLC Control | Holding Company | Over 75% | 2008 |
| Kyle J Burns | President, Chief Compliance Officer | Under 5% | 2021 |
| Shannon Bultemeier | Controller | Under 5% | 2018 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Rikoon Group, LLC manage?
The Rikoon Group, LLC reports $72.2 million in regulatory assets under management on its Form ADV.
How many employees does The Rikoon Group, LLC have?
The Rikoon Group, LLC reports 2 employees.
Does The Rikoon Group, LLC disclose fund performance?
The Rikoon Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$72.2MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$72.2Mregulatory AUM
Discretionary $0Non-discretionary $72.2M