# RLH Equity Partners

> RLH Equity Partners is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 157138
- Filed as: RLH EQUITY PARTNERS
- Legal name: Riordan, Lewis & Haden, Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157138
- AdvisorCensus page: https://advisorcensus.com/firm/rlh-equity-partners-los-angeles-ca-157138

## Quick answers

**How is RLH Equity Partners compensated?**
On its Form ADV (Item 5.E, October 2026), RLH Equity Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is RLH Equity Partners located?**
RLH Equity Partners' principal office is in Los Angeles, CA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is RLH Equity Partners registered with the SEC or a state?**
RLH Equity Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157138.

**How much does RLH Equity Partners manage?**
RLH Equity Partners reports $1,220,973,752 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (100% discretionary).

**How have RLH Equity Partners' assets and staff changed since 2021?**
In the Form ADV data for RLH Equity Partners: Regulatory assets under management: $1,172,610,000 in the October 2021 data and $1,220,973,752 in the October 2026 data, up 4%. Total employees: 13 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RLH Equity Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does RLH Equity Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157138

**What changed in RLH Equity Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,080,860,314 to $1,220,973,752 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,220,973,752
- Discretionary: $1,220,973,752
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $1,220,973,752 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 17 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Irvine, CA

### Websites listed on Form ADV (Item 1.I)
- [rlhequity.com](https://rlhequity.com)
- LinkedIn @rlhequitypartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,172,610,000 | 13 | March 30, 2021 |
| October 2022 | $1,286,704,200 | 15 | March 31, 2022 |
| October 2023 | $898,779,144 | 16 | September 6, 2023 |
| October 2024 | $1,059,589,938 | 17 | April 10, 2024 |
| October 2025 | $1,080,860,314 | 22 | March 21, 2025 |
| October 2026 | $1,220,973,752 | 17 | June 11, 2026 |

Regulatory assets under management: $1,172,610,000 in the October 2021 data and $1,220,973,752 in the October 2026 data, up 4%.
Total employees: 13 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,080,860,314 to $1,220,973,752 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RLH Equity Partners (CRD 157138): Form ADV filing data as of October 2026.