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Rg Capital Management, L.P. (Bala Cynwyd)


Rg Capital Management, L.P. is a large advisory firm based in Bala Cynwyd. It manages $567.59 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.

Rg Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rg Capital Management: assets under management

The assets under management (AUM) of Rg Capital Management, L.P. is $567.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $567.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $189.2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rg Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Steve Brett Katznelson Managing member 1 Aug 2002 75% - 100% 2251747
Gerald Francis Stahlecker Managing member 1 Aug 2002 Other 5057170

Based in Bala Cynwyd

The principal office where Rg Capital Management, L.P. performs its advisory services is located at 50 Monument Road, Bala Cynwyd, PA 19004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-617-5900 or by fax 610-617-0570. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday.


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