DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Rcg Longview

Former SEC-registered adviserNew York, New YorkCRD 165252SEC 801-77122IAPD
Legal name Rcg Longview Management, LLC
Latest filing Mar 31, 2024
First filing on the tape Aug 30, 2012 · 31 filings
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
15
12 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
9
$690M gross assets
History
31 filings and snapshots on the tape
RAUM$1.1B as of Mar 31, 2024
Mar 27, 2013$153M then
HNW client RAUM$0 as of Mar 31, 2024
Mar 30, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2024
Mar 27, 20130 then
Employees (5.A)15 as of Mar 31, 2024
Mar 27, 201320 then
Private funds9 as of Mar 31, 2024
Mar 27, 20131 then
RAUM -6.8% over the last fiscal year-10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2024; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$81.6MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
40%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived3 offices incl. principal (1.F.5)
RAUM growth, one year
-6.8%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 5.G
Custody
$690M, 12 clientsreportedItem 9.A
Ownership
a PE fund or sponsor is a 25 percent or greater owner on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$690M60%
  • Insurance companies$452M40%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
14reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$690M for 12 clientsreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      16 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Rcg Longview Debt Fund V, LPno longer reportedReal Estate Fund$212M50Jan 24, 2013
      Rcg Longview Debt Fund IV, LPno longer reportedReal Estate Fund$131M120Feb 14, 2012
      Rcg Longview Debt (Offshore) Fund V, LPno longer reportedReal Estate Fund$66.9M6Feb 23, 2015
      Rcg Longview Principal Partners LPno longer reportedHedge Fund$60.5M71Mar 31, 2014
      Rcg Lpp2 Baton Rouge Co Invest LPno longer reportedReal Estate Fund$23.5M16Nov 27, 2017
      Rcg Longview Dock Square Co Invest LPno longer reportedReal Estate Fund$21.1M9Mar 30, 2018
      Rcg Longview Post Co-Invest, LPno longer reportedReal Estate Fund$20.2M12Feb 23, 2015
      Rcg Longview 7th Avenue Co-Invest, L.P.no longer reportedReal Estate Fund$18.7M11Feb 22, 2016
      Rcg Longview II LPno longer reportedHedge Fund$14.8M121Feb 14, 2012
      Rcg Longview 88 Street Co-Invest, L.P.no longer reportedReal Estate Fund$14.7M9May 16, 2017
      Rcg Lpp Sme Co-Invest, LPno longer reportedHedge Fund$13.8M20Feb 23, 2015
      Rcg Lpp 17e12th Co-Invest, LPno longer reportedHedge Fund$10.1M17Feb 23, 2015
      Rcg Lpp2 Pnw5 Co-Invest, L.P.no longer reportedHedge Fund$2.5M20Aug 26, 2015
      Rcg Longview Equity Fund, LPReal Estate Fund$1.0M64Feb 14, 2012
      Rcg Longview Equity Fund Pa Psers LPReal Estate Fund$400,00012Mar 28, 2013
      Rcg Mfi Lr Co-Invest LPno longer reportedReal Estate Fund$188,00017Feb 27, 2017
      Owners and control persons
      Schedule A and B, latest filing
      • David Michael Boxer · Managing Directorcontrol
        since 09/2019 · owns less than 5%
      • Todd Eric Briddell · Chief Executive Officer And Chief Investment Officercontrol
        since 09/2019 · owns less than 5%
      • Timothy Michael Brophy · Chief Compliance Officercontrol
        since 03/2020 · owns less than 5%
      • L Richard Gorsky · Managing Directorcontrol
        since 09/2019 · owns less than 5%
      • Joseph Robert Law · Chief Financial Officercontrol
        since 09/2019 · owns less than 5%
      • Colby Dean Ravosa · Directorcontrol
        since 09/2019 · owns less than 5%
      • William Kevin Robinson · General Counsel And Secretarycontrol
        since 10/2020 · owns less than 5%
      Entity owners
      • Centersquare Investment Management LLC · Member
        direct · owns 75% or more
      • Centersquare Investment Management Holdings LLC · Member
        indirect · owns 75% or more of Centersquare Investment Management LLC
      • Fund IV Ugp LLC · General Partner
        indirect · owns 75% or more of Lovell Minnick Equity Advisors IV LP
      • Lm Centersquare Holdings LLC · Member
        indirect · owns 25% to 50% of Centersquare Investment Management Holdings LLC
      • Lm Centersquare Investment Holdings IV-A Inc. · Member
        indirect · owns 25% to 50% of Lm Centersquare Holdings LLC
      • Lovell Minnick Equity Advisors IV LP · General Partner
        indirect · owns F of Lovell Minnick Equity Partners IV LP
      • Lovell Minnick Equity Partners IV LP · Member
        indirect · owns 50% to 75% of Lm Centersquare Holdings LLC
      • Lovell Minnick Equity Partners IV-A LP · Shareholder
        indirect · owns 75% or more of Lm Centersquare Investment Holdings IV-A Inc.
      • Lovell Minnick Partners LLC · Managing Member
        indirect · owns 75% or more of Fund IV Ugp LLC
      Related persons
      Schedule D 7.A
      • Centersquare Investment Management Asia Pacific Pte Ltd
        investment advisern
      • Centersquare Investment Management LLC
        investment adviseryRAUM $14B
      • Ferro Steele LLC
        n
      • Rcg Flats Manager, LLC
        pooled vehicle sponsory
      • Rcg Longview Debt Fund Vi Partners, LLC
        pooled vehicle sponsory
      • Rcg Lpp II Gp, LLC
        pooled vehicle sponsory
      • Rcg Lpp III Gp, LLC
        pooled vehicle sponsory
      • Rcg Mfi Partners, LLC
        pooled vehicle sponsory
      • River Run Advisors LLC
        n
      Advisers that list Rcg Longview as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • Newport Beach, CA1 employees
      • Plymouth Meeting, PA1 employees
      What changed
      consecutive filings, newest first
      • Accounts · 15 to 14
        Nov 17, 2023 to Mar 31, 2024
      • Pooled vehicle clients · 12 to 11
        Nov 17, 2023 to Mar 31, 2024
      • Assets in custody · $721M to $690M
        Nov 17, 2023 to Mar 31, 2024
      • Employees · 17 to 15
        Nov 17, 2023 to Mar 31, 2024
      • Private funds · 11 to 9
        Nov 17, 2023 to Mar 31, 2024
      • Discretionary RAUM · $1.2B to $1.1B
        Nov 17, 2023 to Mar 31, 2024
      • Pooled vehicle RAUM · $721M to $690M
        Nov 17, 2023 to Mar 31, 2024
      • RAUM · $1.2B to $1.1B
        Nov 17, 2023 to Mar 31, 2024
      • Accounts · 16 to 15
        Mar 31, 2022 to Mar 31, 2023
      • Advisory employees · 9 to 12
        Mar 31, 2022 to Mar 31, 2023
      • Assets in custody · $972M to $721M
        Mar 31, 2022 to Mar 31, 2023
      • Employees · 13 to 17
        Mar 31, 2022 to Mar 31, 2023
      • Other offices · 0 to 2
        Mar 31, 2022 to Mar 31, 2023
      • Private funds · 12 to 11
        Mar 31, 2022 to Mar 31, 2023
      • Discretionary RAUM · $1.4B to $1.2B
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $839M to $721M
        Mar 31, 2022 to Mar 31, 2023
      • RAUM · $1.4B to $1.2B
        Mar 31, 2022 to Mar 31, 2023
      • Accounts · 17 to 16
        Nov 3, 2021 to Mar 31, 2022
      • Pooled vehicle clients · 14 to 12
        Nov 3, 2021 to Mar 31, 2022
      • Employees · 14 to 13
        Nov 3, 2021 to Mar 31, 2022
      • Private funds · 14 to 12
        Nov 3, 2021 to Mar 31, 2022
      • Discretionary RAUM · $1.6B to $1.4B
        Nov 3, 2021 to Mar 31, 2022
      • Pooled vehicle RAUM · $972M to $839M
        Nov 3, 2021 to Mar 31, 2022
      • RAUM · $1.6B to $1.4B
        Nov 3, 2021 to Mar 31, 2022
      • Related broker-dealer · true to false
        Nov 3, 2021 to Mar 31, 2022
      • Accounts · 19 to 17
        Jul 24, 2020 to Mar 31, 2021
      • Advisory employees · 10 to 9
        Jul 24, 2020 to Mar 31, 2021
      • Pooled vehicle clients · 16 to 14
        Jul 24, 2020 to Mar 31, 2021
      • Assets in custody · $1.3B to $972M
        Jul 24, 2020 to Mar 31, 2021
      • Employees · 16 to 14
        Jul 24, 2020 to Mar 31, 2021
      • Private funds · 16 to 14
        Jul 24, 2020 to Mar 31, 2021
      • Discretionary RAUM · $1.9B to $1.6B
        Jul 24, 2020 to Mar 31, 2021
      • Pooled vehicle RAUM · $1.3B to $972M
        Jul 24, 2020 to Mar 31, 2021
      • RAUM · $1.9B to $1.6B
        Jul 24, 2020 to Mar 31, 2021
      • Accounts · 20 to 19
        Oct 30, 2019 to Mar 30, 2020
      • Pooled vehicle clients · 17 to 16
        Oct 30, 2019 to Mar 30, 2020
      • Assets in custody · $1.3B to $1.3B
        Oct 30, 2019 to Mar 30, 2020
      • Private funds · 17 to 16
        Oct 30, 2019 to Mar 30, 2020
      • Discretionary RAUM · $1.8B to $1.9B
        Oct 30, 2019 to Mar 30, 2020
      • Pooled vehicle RAUM · $1.3B to $1.3B
        Oct 30, 2019 to Mar 30, 2020
      Signals
      19 dated events
      • William Kevin Robinson (General Counsel And Secretary) appeared on Schedule A of Rcg Longview
        Mar 31, 2023 · Control person joined · fact
      • Ann Deborah Flickinger (Chief Operating Officer) no longer on Schedule A of Rcg Longview (listed 2021-11-03, absent 2022-03-31)
        Mar 31, 2022 · Control person left · inference
      • Colby Dean Ravosa (Director) appeared on Schedule A of Rcg Longview
        Mar 30, 2020 · Control person joined · fact
      • Lawrence David Rabin (Managing Director, Private Real Estate) no longer on Schedule A of Rcg Longview (listed 2019-10-30, absent 2020-03-30)
        Mar 30, 2020 · Control person left · inference
      • Frederick Scott Maguire (Managing Director/Global Head Of Client Service And Marketing) no longer on Schedule A of Rcg Longview (listed 2019-10-30, absent 2020-03-30)
        Mar 30, 2020 · Control person left · inference
      • Timothy Michael Brophy (Chief Compliance Officer) appeared on Schedule A of Rcg Longview
        Mar 30, 2020 · Control person joined · fact
      • Thomas Scott Crowe (Chief Investment Strategist) no longer on Schedule A of Rcg Longview (listed 2019-10-30, absent 2020-03-30)
        Mar 30, 2020 · Control person left · inference
      • Frederick Scott Maguire (Managing Director/Global Head Of Client Service And Marketing) appeared on Schedule A of Rcg Longview
        Oct 30, 2019 · Control person joined · fact
      • Ann Deborah Flickinger (Chief Operating Officer) appeared on Schedule A of Rcg Longview
        Oct 30, 2019 · Control person joined · fact
      • Lawrence David Rabin (Managing Director, Private Real Estate) appeared on Schedule A of Rcg Longview
        Oct 30, 2019 · Control person joined · fact
      • Thomas Scott Crowe (Chief Investment Strategist) appeared on Schedule A of Rcg Longview
        Oct 30, 2019 · Control person joined · fact
      • Christopher Mccarthy (Chief Financial Officer) no longer on Schedule A of Rcg Longview (listed 2019-06-28, absent 2019-10-30)
        Oct 30, 2019 · Control person left · inference
      • J Jeffrey Feil (Managing Member) no longer on Schedule A of Rcg Longview (listed 2019-06-28, absent 2019-10-30)
        Oct 30, 2019 · Control person left · inference
      • Irwin Jay Anderson (Managing Member) no longer on Schedule A of Rcg Longview (listed 2019-06-28, absent 2019-10-30)
        Oct 30, 2019 · Control person left · inference
      • M Jonathan Estreich (Managing Member) no longer on Schedule A of Rcg Longview (listed 2019-06-28, absent 2019-10-30)
        Oct 30, 2019 · Control person left · inference
      • Joseph Robert Law (Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of Rcg Longview
        Oct 30, 2019 · Control person joined · fact
      • Todd Eric Briddell (Chief Executive Officer And Chief Investment Officer) appeared on Schedule A of Rcg Longview
        Oct 30, 2019 · Control person joined · fact
      • Rcg Longview reported RAUM $2.1B, up 59% from $1.3B (2017-11-27 to 2018-03-30)
        Mar 30, 2018 · RAUM change · derived
      • Rcg Longview filed its initial SEC registration (Form ADV)
        Aug 30, 2012 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026
      Across the graphs

      Rcg Longview is the same institution as 1 record in Real Estate Funds.

      Real Estate Funds1

      Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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