SourcingSourcing

RWC ASSET ADVISORS (US) LLC

C30
CRD 166517·SEC 801-77698·MIAMI, FL
AUM
$4.38B
$1B+
Est. Revenue
$43.8M
@ 1% on AUM
Est. EBITDA
$13.1M
@ 30% margin
Est. Deal Value
$105.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RWC ASSET ADVISORS (US) LLC
CRD
166517
SEC file #
801-77698
EIN
000000000
DBA names
Redwheel

Economics

AUM
$4.38B
AUM band
$1B+
AUM trajectory
'20'26
$3.77B → $4.38B▲ +16%
Client mix
Other5
Investment Companies3
Pooled Investment Vehicles3

Operations

Employees (total)
22
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'20'26
11 advisors → 14 advisors▲ +27%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
redwheel.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RWC (US) LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
13
Control Persons
RWC (US) LLC
Aylett, James
Solo Advisor Indicator
No
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
REDWHEEL.COM
Rdap Domain Creation Date
2003-06-12T18:16:55Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Domain.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001638081
Edgar Registered
Yes
Edgar Filing Count
47
Edgar First Filing Date
2019-02-14
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
45
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001398344-26-007248

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
State Street4
E*trade4
Morgan Stanley3
Jpmorgan2
Edgar Addresses
Mailing
2640 S. BAYSHORE DRIVE, SUITE 201MIAMI, FL 33133
Business
2640 S. BAYSHORE DR.SUITE 201MIAMI, FL 33133
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-04-27 · 0001398344-26-007248
13F-HR2026-02-17 · 0001398344-26-003248
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-12T18:16:55Z
Rdap Domain Last Changed
2025-06-25T04:00:37Z
Rdap Nameservers
Ns1-02.azure-dns.comNs2-02.azure-dns.netNs3-02.azure-dns.orgNs4-02.azure-dns.info
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (12)

12
Aylett, James
Executive Officer · 2.5%
8051148
BRENNAN, SETH, WILLIAM
Executive Officer · 2.5%
2265759
CLARKE, PETER
Executive Officer · 2.5%
6762396
GRIGORYANS, Artur
Executive Officer · 2.5%
7516858
INNES, JOHN, HUGH
Executive Officer · 2.5%
5018370
KE, HUAN, XUE
Executive Officer · 2.5%
5647253
LENESS, ANTHONY, HARFIELD
Executive Officer · 2.5%
2531211
NEWCOMB, BRENT, JON
Executive Officer · 2.5%
5123891
Patel, Sunita
Executive Officer · 2.5%
8051153
SELBY, FRANCES, PROUT
Executive Officer · 2.5%
1266912
STALLVIK, TORD
Executive Officer · 2.5%
2283897
WILLIAMS, CRESSIDA, CATHERINE
Executive Officer · 2.5%
6762390