Rdg Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsford, NY. Its latest Form ADV filing, dated April 14, 2026, reports $132M in regulatory assets under management, 3 employees, and 91 accounts.
Assets Under Management
$132M
Employees
3
Offices
--
Total Clients
91
Primary office
PITTSFORD, NY
20 OFFICE PARK WAY, SUITE 140, PITTSFORD, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 42.9% of total clients.
Top client categories% of clientsClients
1
Pension Plans
42.9%
39
2
Individuals
27.5%
25
3
HNWI
23.1%
21
4
Corporations
6.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of April 14, 2026
Discretionary58.3%
$77M
58% of total RAUM58.3%
Non-discretionary41.7%
$55M
42% of total RAUM41.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$132M
Total Accounts91
10Y AUM Change+$132M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee30:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.