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RS Advisory Group
RS Advisory Group was founded by Robert S. Schwartz, who previously held senior roles at Merrill Lynch and UBS.
RS Advisory Group
RS Advisory Group was founded by Robert S. Schwartz, who previously held senior roles at Merrill Lynch and UBS. The firm operates as a registered investment advisor and multi-family office in New York, catering to a select group of families with a focus on capital preservation. The firm's investment strategy spans real estate, private credit, and private equity, with an emphasis on direct deal flow and co-investments. They have a particular focus on distressed real estate and structured credit opportunities, avoiding public markets for client portfolios. Geographically, the firm focuses on the US market. Team size is not publicly disclosed beyond Schwartz and Managing Director Anthony J. D'Angelo. The firm does not market AUM or deployment figures, operating with a discreet profile typical of boutique advisory shops. No recent operational events have been publicly reported. RS Advisory Group's structural differentiator lies in its tight focus on direct assets, avoiding liquid markets entirely. The firm operates with a partnership-like model, serving a limited number of families whose capital allows the small team to act like a principal rather than an allocator, maintaining high control over deal selection.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Robert S. Schwartz
Managing Principal
Anthony J. D'Angelo
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at RS Advisory Group?
Robert S. Schwartz is the Managing Principal and oversees all investment decisions. Anthony J. D'Angelo serves as Managing Director and is involved in deal sourcing and execution.
Does RS Advisory Group operate as a single family office or a multi-family office?
RS Advisory Group is structured as a multi-family office and a registered investment advisor (RIA). It serves multiple ultra-high-net-worth families rather than being a single-family office dedicated to one fortune.
What investment stages does RS Advisory Group typically target?
The firm focuses on direct private equity and real estate investments, with an emphasis on distressed and structured credit opportunities. It avoids public equities and liquid assets, preferring control-oriented direct deals.
Which sectors does RS Advisory Group explicitly avoid?
RS Advisory Group avoids liquid public markets, including stocks and bonds, according to public record. The firm concentrates on non-correlated private assets like real estate, private credit, and direct equity.
Does RS Advisory Group participate in fund commitments or only direct deals?
The firm uses a mix of direct co-investments and selective fund commitments, though its emphasis is on direct deal flow. The small team size suggests a hands-on approach rather than a fund-of-funds model.
Where does the underlying wealth come from for RS Advisory Group's clients?
The underlying wealth sources are not publicly disclosed. The firm does not attribute its client base to a single family or industry origin, maintaining strict privacy.
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