Rra Investment Management, Llc
- Regulatory AUM
- $663M
- Discretionary
- $663M
- Clients
- 3
- Avg AUM / client
- $221M
- Accounts
- 3
- Employees
- 31
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $663M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ibt Consolidated Pension Plan Bd Of Trustees Of Ibt Consolidated Pension Fund | Seattle, WA | 2024 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dunlap, Charles, H | President | Jan 2016 (11y) | ≈ 14.06% – 50% via Kentfield Holdings, Llc | |
| Dunlap, John, T | Chief Executive Officer | Jan 2016 (11y) | ≈ 14.06% – 50% via Chosin Holdings, Llc | |
| Grayson, Marc, D | Chief Operating Officer | Jan 2016 (11y) | ≈ 14.06% – 50% via Solano Holdings, Llc | |
| Van Brunt, Edward, A | Chief Investment Officer | Jan 2016 (11y) | Less than 5% | |
| Stasiulatis, William | Chief Financial Officer | May 2019 (7y) | Less than 5% | |
| Patel, Dimple, C | General Counsel And Chief Compliance Officer | Oct 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kcs Holding Company, Llc | Member | Jan 2016 | A | 75% or more |
| Rra Investment Holdings, Llc | Member Rra Credit Opportunity Fund Gp, Llc | Dec 2016 | A | 75% or more |
| Tmg Capital Partners, Llc | Member Rra Credit Opportunity Fund Gp, Llc | May 2020 | A | 5% – 10% |
| Rra Real Estate Debt Fund Ii Gp, Llc | General Partner Rra Real Estate Debt Fund Ii, Lp | Nov 2020 | A | Less than 5% |
| Rra Real Estate Debt Fund Iii Gp, Llc | General Partner Rra Real Estate Debt Fund Iii, Lp | May 2023 | A | Less than 5% |
| Kcs Holding Company, Llc | Member | Jan 2016 | B | ≈ 56.25% – 100% via Rra Investment Holdings, Llc |
| Kentfield Holdings, Llc | Member | Jan 2016 | B | ≈ 18.75% – 50% via Kcs Holding Company, Llc |
| Solano Holdings, Llc | Member | Jan 2016 | B | ≈ 18.75% – 50% via Kcs Holding Company, Llc |
| Chosin Holdings, Llc | Member | Jan 2016 | B | ≈ 18.75% – 50% via Kcs Holding Company, Llc |
Estimated effective ownership (look-through of filed bands):
- Dunlap, Charles, H: 75% – 100% of Kentfield Holdings, Llc × 25% – 50% of Kcs Holding Company, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Dunlap, John, T: 75% – 100% of Chosin Holdings, Llc × 25% – 50% of Kcs Holding Company, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Grayson, Marc, D: 75% – 100% of Solano Holdings, Llc × 25% – 50% of Kcs Holding Company, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Kcs Holding Company, Llc: 75% – 100% of Rra Investment Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Kentfield Holdings, Llc: 25% – 50% of Kcs Holding Company, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Solano Holdings, Llc: 25% – 50% of Kcs Holding Company, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Chosin Holdings, Llc: 25% – 50% of Kcs Holding Company, Llc × 75% – 100% direct ≈ 18.75% – 50% 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ibt Consolidated Pension Plan | Bd Of Trustees Of Ibt Consolidated Pension Fund | 3,457 | $180M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.58 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
- • Other fees
- • ORIGINATION, ASSET MANAGEMENT, SERVICING AND MODIFICATION FEES
Services
- • Portfolio management for pooled investment vehicles
- • Other services
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗