R CUBED GLOBAL CAPITAL INC.
Adviser information for R CUBED GLOBAL CAPITAL INC. last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $25.2M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $25.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $25.2M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-123488 |
|---|---|
| SEC ERA File Number | 801-123488 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313107 |
| Legal Entity Identifier | None |
Principal Office
1100 BELLEVUE WAY NESUITE 8A-228
BELLEVUE
WA
United States
Monday - Friday, 9AM-5PM
Tel: 206-743-5907, Fax: None
Chief Compliance Officer
BLAKE BJORDAHL
CHIEF COMPLIANCE OFFICER
311 PARK PLACE BLVD
SUITE 150
CLEARWATER
FL
United States
Tel:
714-206-2491
B****@***************************M
(Full email address available in API data)
Regulatory Contact
T. GREGORY REYMANN II
COMPLIANCE ATTORNEY
311 PARK PLACE BLVD.
SUITE 150
CLEARWATER
FL
United States
Tel:
813-497-1400
G***@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROCHE, JOHN, CLANCY | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2021 | 25-50% |
| REMILY, CLIFF, J. | Individual | – | CHIEF INVESTMENT OFFICER | 01/2021 | 25-50% |
| REMILY, DARYL, J. | Individual | – | OWNER | 01/2023 | 5-10% |
| ROCHE, MARY, T. | Individual | – | OWNER | 01/2023 | 5-10% |
| BJORDAHL, BLAKE, ALAN | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2024 | < 5% |