Single Family OfficeRIA · CRD 139063SEC-Registered

Updated:

R & R James

R & R James manages private family capital from an undisclosed US location, maintaining no public investment footprint.

R & R James

R & R James, Inc. is an SEC-registered investment adviser in Somerville, MA. It has three employees. The firm is headquartered there.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

Who controls R & R James, and what is the source of its capital?

The principals and wealth origin of R & R James have not been disclosed in any public filing or statement. The corporate registration provides no indication of the underlying family or individual, and no professional profiles on LinkedIn or similar platforms reference the firm. Without a Form ADV or equivalent regulatory filing, the identity of the controlling parties remains private.

Does R & R James manage capital for outside investors?

There is no evidence that R & R James accepts external capital. The firm is not registered with the SEC as an investment adviser, and no private fund filings associated with the entity appear in the SEC's EDGAR database. This structure is consistent with a single-family office operating exclusively for its own balance sheet.

What is R & R James's known investment track record?

No investment track record is publicly available. The firm has not announced any acquisitions, venture investments, fund commitments, or exits through press releases or regulatory filings. Any portfolio activity would be conducted through entities that do not trace back to R & R James in public record.

Has R & R James disclosed any philanthropic activities?

No philanthropic foundation or donor-advised fund has been publicly linked to R & R James. Many single-family offices operate charitable vehicles under separate names, but no such entity has been identified in IRS filings or foundation directories as affiliated with this firm.

Why is there so little public information about R & R James?

US single-family offices that avoid outside capital and do not register as investment advisers have minimal disclosure obligations. R & R James appears to have elected this structure deliberately, maintaining no website, issuing no press releases, and keeping its principals off professional networking platforms. This is legally permissible and not uncommon among families that prioritize financial privacy.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Single Family Office profiles