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Adviser Profile

As of Date 04/10/2024
Adviser Type - Large advisory firm
Number of Employees 17 6.25%
of those in investment advisory functions 13 -7.14%
Registration SEC, Approved, 3/26/2012
AUM* 1,059,589,938 -3.43%
of that, discretionary 1,059,589,938 -3.43%
Private Fund GAV* 1,059,589,938 64.50%
Avg Account Size 117,732,215 18.03%
SMA’s No
Private Funds 9 2
Contact Info 310 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 927M 742M 556M 371M 185M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count9 GAV$1,059,589,938

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Brochure Summary

Overview

RLH (the "Management Company") is a private equity firm based in Southern California with offices in Los Angeles and Orange County. RLH was founded in 1982 by J. Christopher Lewis and Richard J. Riordan. RLH is currently owned by J. Christopher Lewis, Murray E. Rudin, and Michel Glouchevitch. Richard Riordan and Patrick Haden are no longer active in the business of RLH. RLH's advisory services are limited to providing investment management to pools of private investment capital (i.e. private equity funds) structured as limited partnerships. The Investment Professionals of RLH devote substantially all of their time and attention to the management of the private equity funds. RLH currently provides investment advisory services to (i) four private equity funds - RLH Investors II, L.P., RLH Investors III, L.P., RLH Investors IV, L.P., R&M Venture Associates and (ii) the parallel investment vehicles (where applicable) of those funds (collectively, the "Partnerships" or "Funds"). RLH sources, evaluates, structures, manages, and monitors the investments made on behalf of the Funds. The General Partner of each of the Funds has caused each such Fund to enter into a management services agreement with the Management Company to manage and monitor investments made by the Funds. Details of
these arrangements are included in the governing documents for each of the Partnerships. The Partnerships are California or Delaware limited partnerships, as the case may be, formed for the purpose of seeking opportunities to invest equity and debt capital in rapidly growing, profitable, lower middle market companies seeking recapitalization and/or expansion capital and, less frequently, unique investment opportunities such as undermanaged businesses. Additionally, the Partnerships may provide or arrange bridge financing for portfolio companies and may also cause portfolio companies to borrow or guarantee borrowings in connection with the Partnerships' acquisition of portfolio securities. RLH generally invests the capital of the Funds in enterprises based in North America which operate within the sectors of business services, healthcare and government services. None of the RLH Funds are open for accepting new investor commitments. As of December 31, 2023, the total regulatory assets under management of the Funds is approximately $1.06 billion, and the Funds collectively have investments in 9 portfolio companies. RLH is actively evaluating new portfolio companies, manages assets on a fully discretionary basis, and does not have non-discretionary assets under management.