RPO LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $372.1M |
| Discretionary | $372.1M100% of AUM |
| Client Accounts | 8 |
| Avg Account Size | $46.5M |
| Employees | 6 |
| Peak AUM | $377.1MMar 2026 |
| AUM CAGR | +14.5% /yrover 4 yrs · 10 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $372M | +27.0% | +8.7% | +14.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $372.1M |
| Discretionary | $372.1M |
| Employees | 6 |
| Client Accounts | 8 |
Contact & Location
Address
6 LANDMARK SQUARE
STAMFORD CT 06901
Phone
203-485-8800
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$372M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported