Raritan Valley Capital Management LLC is a large advisory firm based in Westfield. It manages $116 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015.
Raritan Valley Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Raritan Valley Capital Management LLC is $116 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 231% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Raritan Valley Capital Management LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Raritan Valley Capital Management is pooled investment vehicles with 1 clients and $116 million of assets under management. Among the 8 most similar advisory firms, Raritan Valley Capital Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $116 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Raritan Valley Capital Management also advises several private funds.
The company employs 8 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jeffrey Ezra Sassoon joined the executive team most recently as the Chief Compliance Officer.
The principal office where Raritan Valley Capital Management LLC performs its advisory services is located at 240 244 North Ave West, Westfield, NJ 07090, which is also the mailing address of the firm. An additional office of the firm is in Scarsdale, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 908-367-5690 or by fax 908-232-5695. The normal business hours are 8:30am - 5:30pm on Monday - Friday.