R. L. Rigard & Associates

Name

R. L. Rigard & Associates

Legal name

R. L. Rigard & Associates, Ltd.

Website

https://rigardassociates.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Advisory Fees: As a Registered Investment Advisory Firm, R. L. Rigard & Associates generates revenue through advisory fees, likely charged as a percentage of assets under management or as fixed fees for investment consulting services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels1 record

Core offering

R. L. Rigard & Associates is a Registered Investment Advisory Firm that provides wealth management services through a cash-flow positive equity investment strategy. It offers Custom Separate Accounts (separately managed equity portfolios) and Investment Consulting services to institutional investors such as family offices, endowments, public and private pensions, foundations, and sovereign wealth investors, as well as to high-net-worth individuals.

Product overview

R. L. Rigard & Associates is a Registered Investment Advisory Firm offering a unified wealth management platform centered on a cash-flow positive equity investment strategy. The firm delivers two integrated service offerings: Custom Separate Accounts (tailored separately managed equity accounts for institutional and high-net-worth clients including family offices, endowments, pensions, foundations, and sovereign wealth investors) and Investment Consulting services. The firm applies quantitative analysis and macroeconomic screening combined with micro-economic analysis to deliver sustainable, long-term value.

Differentiator

Problem solved

Functional benefit

Products and services

• Custom Separate Accounts Separately managed equity investment accounts tailored to institutional and high-net-worth investors, including family offices, endowments, public and private pensions, foundations, and sovereign wealth investors, applying the firm's cash-flow positive equity investment strategy.
• Investment Consulting Advisory service providing investment guidance and exclusive investment insight to help family offices, endowments, public and private pensions, foundations, sovereign wealth investors, and high-net-worth individuals achieve financial stability.

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights2 records

Direct peers

• Ariel Investments: U.S. value-equity boutique offering separate accounts and mutual funds to institutional and individual investors. Similar in size-scope, value-cash-flow methodology, and client mix to R. L. Rigard.
• Eagle Capital Management: Boutique fundamental equity manager known for a long-term, quality-cash-flow orientation serving institutional and family-office clients. Comparable investment philosophy and SMA-style delivery to R. L. Rigard.
• Brandes Investment Partners: Global value-equity boutique serving institutional and wealth clients through SMAs and pooled funds. Comparable to R. L. Rigard in fundamental, cash-flow-aware equity approach and dedicated institutional client service model.
• Tweedy, Browne Company: Long-standing value-oriented equity boutique managing separate accounts and pooled funds for institutional and high-net-worth clients. Highly comparable to R. L. Rigard in philosophy (fundamental, cash-flow-aware value investing) and client base (institutional / family offices).
• Ruane, Cunniff & Goldfarb: Boutique value-equity manager known for the Sequoia Fund, serving institutional and individual clients. Directly comparable to R. L. Rigard on discipline, value-investing heritage, and separately managed account offerings.
• Longview Management: Boutique active equity manager focused on high-quality, cash-generative businesses for institutional clients. Closely aligned with R. L. Rigard's cash-flow positive philosophy and institutional SMA delivery model.

Broad incumbents

• Artisan Partners: Diversified active asset manager with multiple equity strategies including value/quality approaches for institutional and intermediary clients. Overlaps with R. L. Rigard in equity management and institutional focus, but operates at materially greater scale.
• ClearBridge Investments: Large active fundamental equity manager (a Franklin Templeton affiliate) with significant value and quality strategies for institutional clients. Comparable to R. L. Rigard on equity philosophy and client base, but far larger and broader in product.
• Capital Group: Major incumbent investment manager, parent of American Funds, with fundamental equity strategies serving pensions, endowments, and foundations globally. Comparable institutional client base to R. L. Rigard at a vastly larger scale.
• AllianceBernstein (Bernstein): Large global investment manager with fundamental equity strategies and a strong institutional footprint (endowments, pensions, foundations). Comparable institutional client base to R. L. Rigard, but with vastly broader capabilities and AUM.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about R. L. Rigard & Associates