SourcingSourcing

RLJ EQUITY PARTNERS, LLC

B54
CRD 162006·SEC 801-74617·BETHESDA, MD
AUM
$109.1M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$327K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RLJ EQUITY PARTNERS, LLC
CRD
162006
SEC file #
801-74617
EIN
000000000
DBA names
—

Economics

AUM
$109.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$378.9M → $109.1M▼ -71%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
6 advisors → 1 advisors▼ -83%
Primary office
BETHESDA MD
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
rljequitypartners.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RLJ COMPANIES, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
RLJ COMPANIES, LLC
RIVERS, RUFUS, HENRY
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RLJEQUITYPARTNERS.COM
Rdap Domain Creation Date
2007-04-17T20:26:26Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001680707
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2016-08-08
Edgar Last Filing Date
2016-08-08
Edgar Form D Count
1
Edgar Form D Offerings
2016-08-082016-08-08 · 0001680707-16-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust6
E*trade4
Edgar Addresses
Mailing
3 BETHESDA METRO CENTER, SUITE 1000BETHESDA, MD 20814
Business
3 BETHESDA METRO CENTER, SUITE 1000BETHESDA, MD 20814
Edgar EIN
000000000
Edgar Recent Filings
D2016-08-08 · 0001680707-16-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-17T20:26:26Z
Rdap Domain Last Changed
2025-04-23T18:10:25Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
RIVERS, RUFUS, HENRY
Executive Officer · 2.5%
1686895
HAREWOOD, JERRON, BISMARK
Executive Officer · 2.5%
7897816
ERNITA FRAZIER THOMAS
Executive Officer · 2.5%
2257919