Rx Capital Management LP (New York)


Rx Capital Management LP is a large advisory firm based in New York. It manages $311 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New York.

Rx Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rx Capital Management: assets under management

The assets under management (AUM) of Rx Capital Management LP is $311 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $311 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $103.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rx Capital Management LP for their services and products based on a percentage of assets under management and 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.

Careers at Rx Capital Management LP

Trust Of Teena Lerner joined the executive team most recently as the Limited Partner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Teena L Lerner Chief executive officer 1 Jun 2002 Other 1472156
David Bloom President, chief compliance officer 1 Jun 2002 Other 1516663
Craig Rosmarin Chief financial officer 1 Jun 2002 Other 5068112
Rx Gp Llc General partner 1 Jun 2002 Other 45-0464891
Trust Of Teena Lerner Limited partner 1 Mar 2004 75% - 100% xxx-xx-xxxx
Larry Lerner Trustee of teena lerner trust 1 Mar 2004 Other 5068191
Teena L Lerner Trustee of teena lerner trust 1 Mar 2004 Other 1472156

Based in New York

The principal office where Rx Capital Management LP performs its advisory services is located at 156 West 56 Th Street, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212 484-2100 or by fax 212 484-2121. The normal business hours are 8:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at www.rxcapital.com.