Rydex Capital Partners I, LLC is a pension cosultant based in Rockville. It manages $177.48 million of regulatory assets for 1,964 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Maryland.
Rydex Capital Partners I provides portfolio management for investment companies. 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 Rydex Capital Partners I, LLC is $177.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 93% 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 Rydex Capital Partners I, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
2003 Dynamic Irrevocable Trust joined the executive team most recently as the Shareholder.
The principal office where Rydex Capital Partners I, LLC performs its advisory services is located at 9601 Blackwell Road, Rockville, MD 20850, 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 301-296-5100 or by fax 301-296-5108. The normal business hours are 8:30a.m. - 5:30p.m. et on Monday - Friday. You can find more information about the New York firm at www.rydexfunds.com.