Assets Under Management

$27.2B

Number of Clients

99

Number of Advisors

N/A

Average Client AUM

$274.9M

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

RICAP offers investment management and consulting services to institutional clients, including strategic asset allocation, third-party money manager selection, portfolio design, alternatives investment services, OCIO services, and retirement plan consulting. They use a multi-manager approach and proprietary strategies to construct diversified, risk-controlled portfolios. Services are tailored to client objectives and risk tolerance.

Fee Structure

Financial Planning:Investment management only

Fees are negotiated and vary based on investment strategy, product type, account size, customization, and services provided. Investment management fees are typically a percentage of assets under management, billed quarterly. Consulting fees are primarily retainer-based or one-time for specific projects. Clients may also bear other costs associated with investments, such as taxes, brokerage fees, and fund expenses. Performance-based fees may be charged for certain mandates.

Areas of Practice
Investment ManagementRetirement PlanningAlternative Investments
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Location

1301 Second Avenue, 18th Floor, Seattle, WA, 98101

0 Advisors at this firm

No advisors found for this firm.
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