← Back to searchVisit website
RDG CAPITAL MANAGEMENT LLC
CRD 329749 · SEC 801-129543
20 OFFICE PARK WAY, SUITE 140, PITTSFORD, NY, 14534, United States
Phone
585-673-2690
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$131.8M
Discretionary AUM
$76.9M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $12.6M |
| High net worth individuals | 21 | $58.9M |
| Pension/profit sharing plans | 39 | $54.9M |
| Corporations/business entities | 6 | $5.4M |
States served
NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD