Investment adviser · CRD 157966
RWR INVESTMENTS LLC
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed May 7, 2026
- Regulatory AUM
- $171M Form ADV · Item 5.F
- Client accounts
- 9 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 8 | $160,342,730 | 93.8% |
| Pooled investment vehicles | 1 | $10,550,000 | 6.2% |
Filing source
Form ADV 2104273 · May 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
RWR CRESCENT COVE, LLCPrivate Equity Fund · Last reported May 7, 2026$10.6MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-2926046216
- Reported beneficial owners
- 10
- Minimum commitment
- $100K
Form ADV 2104273 · May 7, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 7, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
3131 TURTLE CREEK BLVD, SUITE 301DALLAS, TX, 75219, United States
CRD 157966
Filing source
Form ADV 2104273 · May 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.