Rfe Management Corporation
- Regulatory AUM
- $913M
- Discretionary
- $913M
- Clients
- 7
- Avg AUM / client
- $130M
- Accounts
- 7
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $913M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $800M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rfe Investment Partners Ix, L.P. | Private Equity Fund | Delaware | $296M | 58 |
| Rfe Investment Partners Viii, L.P. master | Private Equity Fund | Delaware | $251M | 44 |
| Rfe Tbp Spv, Lp | Private Equity Fund | Delaware | $123M | 12 |
| Rfe Investment Partners Vii, L.P. | Private Equity Fund | Delaware | $54.5M | 38 |
| Rfe Viii A, L.P. feeder | Private Equity Fund | Delaware | $38.9M | 3 |
| Rfe Ix Parallel, L.P. | Private Equity Fund | Delaware | $37.4M | 6 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Foster, Michael, Jeffrey | Rfe Mgt. Corp. Managing Director, Chief Compliance Officer, Vp & Secretary, Common Stock Shareholder, Board Member | May 1991 (35y) | 10% – 25% | |
| Parsons, James, Angell | Rfe Mgt. Corp. Managing Director, President, Common Stock Shareholder, Board Member | May 1991 (35y) | 10% – 25% | |
| Juricic, Donald, Albin | Rfe Mgt. Corp. Managing Director & Chief Financial Officer, Vice President & Treasurer, Common Stock Shareholder | Oct 2000 (26y) | Less than 5% | |
| Reiter, Richard, Peter | Rfe Mgt. Corp. Managing Director, Business Development, Vice President, Common Stock Shareholder | Oct 2004 (22y) | 10% – 25% | |
| Rubel, Michael, William | Rfe Mgt. Corp. Managing Director, Common Stock Shareholder, Board Member | Jan 2016 (11y) | 10% – 25% | |
| Schilpp, Paul, Ronald | Rfe Mgt. Corp. Managing Director, Common Stock Shareholder, Board Member | Jan 2016 (11y) | 10% – 25% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $800M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rfe Investment Partners Ix, L.P. | Private Equity Fund | $296M | $5.0M | 58 |
| Rfe Investment Partners Viii, L.P. | Private Equity Fund | $251M | $5.0M | 44 |
| Rfe Tbp Spv, Lp | Private Equity Fund | $123M | $5.0M | 12 |
| Rfe Investment Partners Vii, L.P. | Private Equity Fund | $54.5M | $5.0M | 38 |
| Rfe Viii A, L.P. | Private Equity Fund | $38.9M | $5.0M | 3 |
| Rfe Ix Parallel, L.P. | Private Equity Fund | $37.4M | $5.0M | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.76 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗