Rlj Equity Partners, Llc
- Regulatory AUM
- $109M
- Discretionary
- $109M
- Clients
- 2
- Avg AUM / client
- $54.6M
- Accounts
- 2
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $109M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $201M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rlj Equity Partners Fund Ii, Lp | Private Equity Fund | Delaware | $198M | 21 |
| Rlj Equity Partners Fund I, Lp | Private Equity Fund | Delaware | $3.8M | 11 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Johnson, Robert, Louis | Managing Member | Dec 2005 (21y) | ≈ 56.25% – 100% via Rlj Companies, Llc | |
| Rivers, Rufus, Henry | Managing Partner | Jan 2007 (20y) | Less than 5% | |
| Thomas, Ernita, Frazier | Cco | Dec 2013 (13y) | Less than 5% | |
| Harewood, Jerron, Bismark | Chief Financial Officer | Apr 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rlj Companies, Llc | Managing Member | Jan 2006 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Johnson, Robert, Louis: 75% – 100% of Rlj Companies, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (2, $201M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rlj Equity Partners Fund Ii, Lp | Private Equity Fund | $198M | $5.0M | 21 |
| Rlj Equity Partners Fund I, Lp | Private Equity Fund | $3.8M | $5.0M | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.49 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: RLJ WAS FOUND TO HAVE VIOLATED ADVISERS ACT RULE 204(B)-1 FOR FAILING TO FILE OR UPDATE A REPORT ON FORM PF THAT PROVIDES THE SEC WITH INFORMATION ABOUT THE PRIVATE FUNDS RLJ MANAGES. Status: Final Sanction Detail: RLJ PAID ENTIRE PENALTY OF $75,000 ON JUNE 1, 2018 Summary: UPON LEARNING OF RLJ'S OVERSIGHT IN NOT FILING FORM PF AND IN ANTICIPATION OF ADMINISTRATIVE PROCEEDINGS, RLJ OFFERED TO SETTLE THE PROCEEDINGS. IN DETERMINING TO ACCEPT THE OFFER, THE SEC CONSIDERED REMEDIAL ACTS PROMPTLY UNDERTAKEN BY RLJ AND COOPERATION AFFORDED THE SEC STAFF.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗