RAND ADVISORS, LLC
CRD #172839 SEC #801-80265 DALLAS, TX 214-908-8130
SEC Registered Private Funds
Total AUM
$153.7M
Discretionary
$153.7M
Employees
1
Clients
--
Accounts
80
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GONZAGA, GABRIELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORN, JAMES, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORN, JAMES, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORN, JAMES, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORN, JAMES, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORN, JAMES, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORN, JAMES, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORN, JAMES, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORN, JAMES, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| Patrick, Mark | I | CCO | NA | Control |
| Patrick, Mark | I | CCO | NA | Control |
| Patrick, Mark | I | CCO | NA | Control |
| Patrick, Mark | I | CCO | NA | Control |
| Patrick, Mark | I | CCO | NA | Control |
| Patrick, Mark | I | CCO | NA | Control |
| Patrick, Mark | I | CCO | NA | Control |
| Patrick, Mark | I | CCO | NA | Control |
| Patrick, Mark | I | CCO | NA | Control |
| SURGENT, THOMAS, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SURGENT, THOMAS, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SURGENT, THOMAS, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SURGENT, THOMAS, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHARITABLE DAF HOLDINGS CORP. | DE | OWNER | E | Control |
| CHARITABLE DAF HOLDINGS CORP. | DE | OWNER | E | Control |
| CHARITABLE DAF HOLDINGS CORP. | DE | OWNER | E | Control |
| CHARITABLE DAF HOLDINGS CORP. | DE | OWNER | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HONIS, JOHN, WILLIAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| RAND ADVISORS HOLDING CORP | DE | OWNER | E | Control |
| RAND ADVISORS HOLDING CORP | DE | OWNER | E | Control |
| RAND ADVISORS HOLDING CORP | DE | OWNER | E | Control |
| RAND ADVISORS HOLDING CORP | DE | OWNER | E | Control |
| RAND ADVISORS HOLDING CORP | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHARITABLE DAF FUND, L.P | FE | RAND ADVISORS HOLDING CORP | F | Control |
| CHARITABLE DAF GP, LLC | DE | CHARITABLE DAF FUND, L.P | F | Control |
| CHARITABLE DAF GP, LLC | DE | CHARITABLE DAF FUND, L.P | F | Control |
| CHARITABLE DAF GP, LLC | DE | CHARITABLE DAF FUND, L.P | F | Control |
| CHARITABLE DAF GP, LLC | DE | CHARITABLE DAF FUND, L.P | F | Control |
| CHARITABLE DAF GP, LLC | DE | LIBERTY CLO HOLDCO, LTD. | F | Control |
| CHARITABLE DAF GP, LLC | DE | LIBERTY CLO HOLDCO, LTD. | F | Control |
| CHARITABLE DAF FUND, L.P | FE | RAND ADVISORS HOLDING CORP | E | Control |
| CHARITABLE DAF FUND, L.P | FE | RAND ADVISORS HOLDING CORP | E | Control |
| CHARITABLE DAF FUND, L.P | FE | RAND ADVISORS HOLDING CORP | E | Control |
| CHARITABLE DAF FUND, L.P | FE | RAND ADVISORS HOLDING CORP | E | Control |
| CHARITABLE DAF HOLDCO LTD. | FE | CHARITABLE DAF FUND, L.P | E | Control |
| CHARITABLE DAF HOLDCO LTD. | FE | CHARITABLE DAF FUND, L.P | E | Control |
| CHARITABLE DAF HOLDCO LTD. | FE | CHARITABLE DAF FUND, L.P | E | Control |
| CHARITABLE DAF HOLDCO LTD. | FE | CHARITABLE DAF FUND, L.P | E | Control |
| CHARITABLE DAF HOLDCO LTD. | FE | LIBERTY CLO HOLDCO, LTD. | E | Control |
| CHARITABLE DAF HOLDCO LTD. | FE | LIBERTY CLO HOLDCO, LTD. | E | Control |
| LIBERTY CLO HOLDCO, LTD. | FE | CHARITABLE DAF HOLDINGS CORP. | E | Control |
| LIBERTY CLO HOLDCO, LTD. | FE | CHARITABLE DAF HOLDINGS CORP. | E | Control |
| Patrick, Mark | I | CHARITABLE DAF GP, LLC | E | Control |
| Patrick, Mark | I | CHARITABLE DAF GP, LLC | E | Control |
| Patrick, Mark | I | CHARITABLE DAF GP, LLC | E | Control |
| Patrick, Mark | I | CHARITABLE DAF GP, LLC | E | Control |
| Patrick, Mark | I | CHARITABLE DAF GP, LLC | E | Control |
| Patrick, Mark | I | CHARITABLE DAF GP, LLC | E | Control |
Registrations
Federal
IA
Jul 29, 2025 REGISTERED
Notice Filings (2)
NY TX
Address
2101 CEDAR SPRINGS ROADSUITE 1200
DALLAS, TX 75201
United States
Phone: 214-908-8130