# THE RIKOON GROUP, LLC

THE RIKOON GROUP, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 131435
- Type: SEC-registered investment adviser
- SEC file number: 801-63095
- Phone: 505-989-3581
- Latest filing: 2025-03-21
- Regulatory AUM: $72.2M
- Non-discretionary AUM: $72.2M
- Clients: 2
- Accounts: 194

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| Lee Haskell | BOARD OF MANAGERS; DIRECTOR; MANAGER (+1 more) | New York, NY |
| Shannon Bultemeier | CONTROLLER | — |
| Kyle J Burns | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| BURNS RONALD J | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| GORMLEY STEPHEN KEVIN | BOARD OF MANAGERS; DIRECTOR; MANAGER (+2 more) | — |
| MCMAKEN BRUCE ROBERT | BOARD OF MANAGERS | — |
| BALL GEORGE LESTER | BOARD OF MANAGERS; DIRECTOR; MANAGER (+1 more) | — |
| EDELMAN FREDRIC MARK | BOARD OF MANAGERS; DIRECTOR AND CHIEF EXECUTIVE OFFICER; MANAGER (+1 more) | — |
| MOORE EDWARD PHILIP | BOARD OF MANAGERS; DIRECTOR AND EXCECUTIVE VICE; MANAGER | — |
| HAYES WILLIAM PATRICK | BOARD OF MANAGERS | — |
| VEGA MARCO ANTONIO | COMPLIANCE OFFICER | — |
| QUASHA ALAN | MANAGER; SOLE DIRECTOR/PRESIDENT | — |
| CORNE ROBERT JEFFERY | VICE PRESIDENT AND SECRETARY | — |
| RIKOON ROBERT ALLEN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; MEMBER (+2 more) | — |
| BRUNO JOHN KENNETH | BOARD OF MANAGERS | — |
| RODRIGUEZ CHARLES JOSEPH | BOARD OF MANAGERS | — |
| DEEM HOLLY DAY | BOARD OF MANAGERS | — |
| PAGLIUCO ROBERT STEVEN | EVP AND TREASURER | — |
| KIM JOO JAMES JIN | BOARD OF MANAGERS; MANAGING MEMBER | — |
| ROTBERG JOSEPH BERNARD | BOARD OF MANAGERS; MANAGING MEMBER | — |
| HOCHBERG BENJAMIN ALEXIS | BOARD OF MANAGERS; DIRECTOR | — |
| RODRIGUEZ DANIEL J | BOARD OF MANAGERS; DIRECTOR; MANAGER | — |
| HOCHBERG BENJAMIN | DIRECTOR; MANAGER; MANAGING MEMBER | — |
| MORRISON DAVID JOSEPH | BOARD OF MANAGERS | — |
| ROAME CHARLES MICHAEL | BOARD OF MANAGERS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131435/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131435/similar
- Related entities: https://search.stillhousedata.com/firm/131435/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131435

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.