# R & R Financial

R & R Financial is a RIA based in Canada.

## Overview

- **Organization type:** RIA
- **Headquarters:** Canada
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 330772
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330772

## About

R & R Financial is a state-registered investment adviser in Temecula, CA. The firm manages approximately $22 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### What asset classes does R & R Financial invest in?

The office deploys capital across direct private equity, public equities, and real assets including commercial real estate. Its private equity activity spans direct company investments and co-investments alongside external general partners. The real estate book includes both income-producing properties and development-stage commitments, capitalizing on the office's indefinite holding period as permanent capital.

## Related profiles

- [R & R Financial Services](https://altss.com/profile/r-and-r-financial-services-llc)
- [R Gregory Souder](https://altss.com/profile/r-gregory-souder)

---

Last updated: 2026-07-06T01:24:23.942Z

Canonical page: https://altss.com/profile/r-and-r-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology