Rittmann Capital Management Co (Orinda)

Rittmann Capital Management Co is an adviser based in Orinda. It manages $21.92 million of regulatory assets for 59 client accounts. It has been registered with the SEC as an adviser since 2001.

Rittmann Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rittmann Capital Management: assets under management

The assets under management (AUM) of Rittmann Capital Management Co is $21.92 million. The firm's AUM has gone down by -69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.41 million in discretionary accounts and $1.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $358.01 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $755.3 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rittmann Capital Management Co for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rittmann Capital Management Co

Max Virgil Rittmann has been acting as President since 1 Mar 1987. Matthew Surratt Rittmann joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Max Virgil Rittmann	President	1 Mar 1987	75% - 100%	4411093
Mary Kate Rittmann	Vice president	1 Jan 2000	Other	4983830
Matthew Surratt Rittmann	Vice president	1 Jun 2004	Other	4879185

Based in Orinda

The principal office where Rittmann Capital Management Co performs its advisory services is located at 2 Theatre Square Suite 217, Orinda, CA 94563 3346, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.