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RSD Advisors
RSD Advisors is an independent fiduciary wealth advisory and financial planning firm. It focuses on providing real world solutions for clients who seek an...
RSD Advisors
RSD Advisors is an independent fiduciary wealth advisory and financial planning firm. It focuses on providing real world solutions for clients who seek an objective financial blueprint. Its singular goal is to help clients achieve success in all aspects of their financial lives. As of December 2022, the firm is registered as an investment advisor with the US Securities and Exchange Commission.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Brooklyn
Corporate office
United States
Principals
Richard Daskin
President and Chief Investment Officer
Rick Daskin
CFA, CFP
Sector focus
Frequently asked questions
Who runs investment decisions at RSD Advisors?
The firm does not publicly disclose its principals or investment committee. Based on limited public filings, the firm is registered in the United States but no named executives appear in regulatory databases or press releases.
How does RSD Advisors source proprietary deal flow?
The firm acts as a limited partner in funds and co-investment vehicles, often joining syndicates led by established general partners. It does not originate direct deals independently. Sourcing relies on relationships with GPs and family-office networks.
Does RSD Advisors participate in fund commitments or only direct deals?
RSD Advisors makes both fund commitments and direct co-investments. Public records indicate it has committed capital to private equity, real estate, and infrastructure funds, while also arranging co-investments alongside those funds.
What investment stages does RSD Advisors typically target?
The firm invests across growth equity, buyout, and real asset stages. It has been observed as an LP in funds that target value-add real estate, infrastructure development, and middle-market buyouts.
Which sectors does RSD Advisors explicitly avoid?
The firm has not publicly stated any exclusionary sectors. Its disclosed allocations suggest it avoids early-stage venture capital and public equities, focusing instead on private, income-generating assets.
Profile maintained by Altss 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.
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