Founded in 1987, Rafferty Holdings has grown from a mortgage broker and advisory firm to a diversified, multi-billion-dollar organization. Our businesses include financial services, asset management, real estate, technology, and other growth sectors. Building businesses is in our DNA.
Rafferty combines disciplined capital allocation with operational expertise to build enduring businesses. Our evolution reflects a patient, long-term approach rooted in partnership, innovation, and excellence.
Cohane Rafferty Securities is founded
Empire Financial is launched
Meenan, McDevitt & Co. formation
Potomac Funds created to offer leveraged mutual fund portfolios
Rafferty Capital Markets creates mutual fund distributor
Meenan, McDevitt & Co. is acquired by Societe Generale
Rafferty Capital launches InterDealer Brokerage unit
RCM Financial Services begins trading
Cohane Rafferty is acquired by Lehman Brothers
Hilton Capital Management is founded
Rafferty acquires JJ Kenny Drake brokerage division from S&P
Rafferty Capital launches Equity Trading Unit
Potomac Funds rebranded Direxion Investments and offers ETFs
Rafferty acquires Keane Securities
Tradeweb acquires Rafferty Capital Markets Fixed Income Divisions
Rafferty sells mutual fund distribution business to Alaric
Rafferty Holdings formalizes investment unit with launch of Raff Ventures
Rafferty Real Estate begins investing with 3 large deals
Direxion Investments surpasses $80 billion in AUM
Hilton Capital surpasses $8 billion in AUM with acquisition of NCA
