Rw Global Investors, LLC is an adviser based in Dallas. It manages $100 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.
Rw Global Investors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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 Rw Global Investors, LLC is $100 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rw Global Investors, LLC 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.
Simon Devilliers Rudolph has been acting as President since 1 Jan 2006. Patricia Barron Andrews joined the executive team most recently as the Chief Compliance Officer.
The principal office where Rw Global Investors, LLC performs its advisory services is located at 2200 Ross Avenue, 31 St Floor, Dallas, TX 75201 2716, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 214-665-1900 or by fax 214-665-1938. The normal business hours are 8:00 to 5:00 on Monday - Friday.