SourcingSourcing

RCP ADVISORS 2, LLC

C22
CRD 289963·SEC 801-111835·DALLAS, TX
AUM
$18.21B
$1B+
Est. Revenue
$182.1M
@ 1% on AUM
Est. EBITDA
$54.6M
@ 30% margin
Est. Deal Value
$437.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RCP ADVISORS 2, LLC
CRD
289963
SEC file #
801-111835
EIN
000000000
DBA names
—

Economics

AUM
$18.21B
AUM band
$1B+
AUM trajectory
'20'26
$5.87B → $18.21B▲ +210%
Client mix
Pooled Investment Vehicles109

Operations

Employees (total)
63
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
10 advisors → 13 advisors▲ +30%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/rcp-advisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RIDGEPOST CAPITAL RCP HOLDCO,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
RIDGEPOST CAPITAL RCP HOLDCO,
ABELL, ALEXANDER, ISRAEL
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
2,831,178
Form 5500 Compensation Trajectory 3y
20252,774,778
202656,400
Form 5500 Plan Count Trajectory 3y
20251
20261
Schedule C Total Compensation
2,831,178
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001788571
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2019-10-03
Edgar Last Filing Date
2019-10-03
Edgar Form D Count
1
Edgar Form D Offerings
2019-10-032019-10-03 · 0001788571-19-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Wells Fargo18
E*trade4
Edgar Addresses
Mailing
7200 WISCONSIN AVENUE, SUITE 500BETHESDA, MD 20814
Business
7200 WISCONSIN AVENUE, SUITE 500BETHESDA, MD 20814
Edgar EIN
000000000
Edgar Recent Filings
D2019-10-03 · 0001788571-19-000001
Fee Schedule
Bracket X100
Bracket I0
Bracket Ii0
Bracket Iii0
Bracket Iv0
Firm Has Custody
Yes
Mailing Office Differs
Yes
Trust Company Affiliate
No

People (8)

8
ABELL, ALEXANDER, ISRAEL
Executive Officer · 2.5%
6302425
BLATHERWICK, NELL, MERSHON
Executive Officer · 2.5%
6117344
DANIS, THOMAS, PATRICK
Executive Officer · 2.5%
2700168
HUEBNER, CHARLES, KEYDEL
Executive Officer · 2.5%
4194799
MADORSKY, JON, IAN
Executive Officer · 2.5%
6178644
MC COY, DAVID, MICHAEL
Executive Officer · 2.5%
4673676
Nelson, Andrew, Rowan
Executive Officer · 2.5%
6751774
SARSFIELD, LUKE, ALOYSIUS
Executive Officer · 2.5%
2384365