SourcingSourcing

RVX ASSET MANAGEMENT LLC

B52
CRD 282804·SEC 801-107281·AVENTURA, FL
AUM
$96.8M
$25M-$100M
Est. Revenue
$968K
@ 1% on AUM
Est. EBITDA
$291K
@ 30% margin
Est. Deal Value
$2.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RVX ASSET MANAGEMENT LLC
CRD
282804
SEC file #
801-107281
EIN
000000000
DBA names
—

Economics

AUM
$96.8M
AUM band
$25M-$100M
AUM trajectory
'20'26
$178.5M → $96.8M▼ -46%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
7 advisors → 2 advisors▼ -71%
Primary office
AVENTURA FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
rvx-am.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KF FAMILY LLC
Top Owner Pct
17.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
KF FAMILY LLC
NEXUS PARTNERS I, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RVX-AM.COM
Rdap Domain Creation Date
2015-07-11T13:24:14Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001658817
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2015-11-20
Edgar Last Filing Date
2025-11-07
Edgar Form D Count
11
Edgar Form D Offerings
2025-11-072025-11-07 · 0001658817-25-000004
2024-11-072024-11-07 · 0001658817-24-000001

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
E*trade4
Northern Trust2
Edgar Addresses
Mailing
20900 NE 30TH AVENUE, SUITE 401AVENTURA, FL 33180
Business
20900 NE 30TH AVENUE, SUITE 401AVENTURA, FL 33180
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-11-07 · 0001658817-25-000004
D/A2024-11-07 · 0001658817-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-11T13:24:14Z
Rdap Domain Last Changed
2024-07-12T18:17:31Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
ZUCARO, RAYMOND, THOMPSON
Direct Owner · 17.5%
4299368
BERNS, VICTORIA, ELICKER
Executive Officer · 2.5%
1156053
JACQUES, GLIKSBERG
Executive Officer · 2.5%
6611020