← Tributary

RLH EQUITY PARTNERS

LOS ANGELES, CA · CRD 157138 · IAPD ↗ · rlhequity.com · 310-405-7200

$1.22BRegulatory AUM
13Advisory reps
17Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2024 — RLH EQUITY PARTNERS crossed $1B in regulatory AUM ($898.8M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.