RGT Wealth Advisors is a fund manager in Dallas with $5.75 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
RGT Capital Management, Ltd.
SEC CIK
IRS number
202112353
SEC advisor number
801-27090
FINRA CRD number
104953
AUM ?
$5.75 bn
(as of 1 Mar 23)
Accounts
4,575
(as of 1 Mar 23)
Employees
68
(38 investment advisory or research)
Address
RGT Wealth Advisors
5950 SHERRY LANE
SUITE 600
DALLAS
TX 75225
5950 SHERRY LANE
SUITE 600
DALLAS
TX 75225
Phone
(214)360-7000
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
RGT Wealth Advisors | $5.75 bn | |
Growth Capital 2019, L.P. | $14.11 mm | Private Equity Fund |
Growth Capital Diversified Fund, L.P. | $23.11 mm | Private Equity Fund |
Growth Capital Energy, L.P. | $20.54 mm | Private Equity Fund |
Growth Capital Private Equity, L.P. | $19.24 mm | Private Equity Fund |
Growth Capital QP Diversified Fund, L.P. | $12.85 mm | Private Equity Fund |
Growth Capital Real Estate, L.P. | $4.47 mm | Real Estate Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
13 May 21
13F-HR
Quarterly holdings report by institutional manager
11 Feb 21
13F-HR
Quarterly holdings report by institutional manager
12 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20