9AT: RLH EQUITY PARTNERS

other names

RLH EQUITY PARTNERS
RIORDAN, LEWIS & HADEN
RIORDAN, LEWIS & HADEN, INC

Adviser Profile

As of Date	03/21/2025
ADV Location	LOS ANGELES, CA, United States
Adviser Type - Large advisory firm
Number of Employees	22 29%
of those in investment advisory functions	13
Registration	SEC, Approved, 03/26/2012

AUM^*	1,080,860,314 2%
of that, discretionary	0 -100%
Private Fund GAV^*	933,738,266 2%
Avg Account Size	120,095,590 1%
SMA’s	No
Private Funds	10 1
Contact Info	310 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count10	GAV$933,738,266

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser TOWER ARCH CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.9b	AUM1.9b	#Funds8
Adviser VORTUS INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund245.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV245.7m	AUM403.1m	#Funds8
Adviser LIBERTY HALL CAPITAL PARTNERS, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund373.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV373.3m	AUM984.4m	#Funds6
Adviser NEW HARBOR CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.6b	AUM998.3m	#Funds11
Adviser UNION PARK CAPITAL MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.1b	AUM711.3m	#Funds4
Adviser VESEY STREET CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.2b	AUM1.2b	#Funds26
Adviser PLATFORM PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund840.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV840.8m	AUM840.8m	#Funds4
Adviser LFM CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.0b	AUM1.4b	#Funds11
Adviser ANGELES EQUITY PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.1b	AUM1.1b	#Funds13
Adviser OMNI BRIDGEWAY MANAGEMENT (USA) LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.0b	AUM2.1b	#Funds14

Brochure Summary

Overview

RLH (the "Management Company") is a private equity firm based in Southern California with offices in Los Angeles and Orange County. RLH was founded in 1982 by J. Christopher Lewis and Richard J. Riordan. RLH is currently owned by J. Christopher Lewis, Murray E. Rudin, and Michel Glouchevitch. Richard Riordan and Patrick Haden are no longer active in the business of RLH. RLH's advisory services are limited to providing investment management to pools of private investment capital (i.e. private equity funds) structured as limited partnerships. The Investment Professionals of RLH devote substantially all of their time and attention to the management of the private equity funds. RLH currently provides investment advisory services to (i) four private equity funds - RLH Investors II, L.P., RLH Investors III, L.P., RLH Investors IV, L.P., R&M Venture Associates and (ii) the parallel investment vehicles (where applicable) of those funds (collectively, the "Partnerships" or "Funds"). RLH sources, evaluates, structures, manages, and monitors the investments made on behalf of the Funds. The General Partner of each of the Funds has caused each such Fund to enter into a management services agreement with the Management Company to manage and monitor investments made by the Funds. Details of

these arrangements are included in the governing documents for each of the Partnerships. The Partnerships are California or Delaware limited partnerships, as the case may be, formed for the purpose of seeking opportunities to invest equity and debt capital in rapidly growing, profitable, lower middle market companies seeking recapitalization and/or expansion capital and, less frequently, unique investment opportunities such as undermanaged businesses. Additionally, the Partnerships may provide or arrange bridge financing for portfolio companies and may also cause portfolio companies to borrow or guarantee borrowings in connection with the Partnerships' acquisition of portfolio securities. RLH generally invests the capital of the Funds in enterprises based in North America which operate within the sectors of business services, healthcare and government services. None of the RLH Funds are open for accepting new investor commitments. As of December 31, 2023, the total regulatory assets under management of the Funds is approximately $1.06 billion, and the Funds collectively have investments in 9 portfolio companies. RLH is actively evaluating new portfolio companies, manages assets on a fully discretionary basis, and does not have non-discretionary assets under management.

RLH EQUITY PARTNERS

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