Rv Capital Ag
- Regulatory AUM
- $713M
- Discretionary
- $713M
- Clients
- 3
- Avg AUM / client
- $238M
- Accounts
- 7
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $375M | 52.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $61.8M | 8.67% |
| Corporations and other businesses | Fewer than 5 clients | $276M | 38.8% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $153M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cassini Partners L.P., Rv Capital Series | Hedge Fund | Delaware | $153M | 1 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lechner, Andreas, Walter | Co Ceo | Jul 2022 (4y) | Less than 5% | |
| Vinall, Robert, Oliver | Owner/Chief Compliance Officer/Co Ceo | Jul 2022 (4y) | 75% or more |
Undisclosed: 0% – 25% 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 (1, $153M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cassini Partners L.P., Rv Capital Series | Hedge Fund | $153M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.29 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
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $405M (57% of AUM) Mar 2026
- Morgan Stanley $230M (32% of AUM) Mar 2026
- State Street $106M (15% of AUM) Mar 2026
- Northern Trust $79.4M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗