Cohane Rafferty Securities is founded in White Plains, NY
Rafferty Capital Markets (broker/dealer) is founded in White Plains, NY
Rafferty Holdings forms joint venture to create Meenan, McDevitt & Co.
Potomac Funds is founded
Meenan, McDevitt & Co. sold to Société Générale
Rafferty Capital Markets establishes business line for Mutual Fund Distribution
Rafferty Capital Markets moves headquarters from White Plains, NY to Garden City, NY
Hilton Capital Management (RIA) founded
Lehman Bros. Holdings acquires Cohane Rafferty Securities
Rafferty Capital Markets launches fixed income inter-dealer brokerage unit
Potomac Funds surpasses $1 billion in AUM
Rafferty Capital Markets acquires JJ Kenny Drake
Rafferty Capital Markets launches Equity Sales & Trading platform
Potomac Funds re-branded as “Direxion Funds”
Keane Securities (equity market making) acquired by Rafferty Capital Markets
Direxion Funds launches “DirexionShares” ETF platform
Direxion surpasses $4 billion in AUM
Tradeweb Capital Markets acquires RaffCap fixed income brokerage business
Hilton Capital reaches 10-year milestone with $500+ million in AUM
Direxion surpasses $6 billion in AUM
Direxion Hilton Tactical Income Fund launches
Direxion surpasses $10 billion in AUM
Direxion surpasses $12 billion in AUM
Direxion Hilton Tactical Income Fund receives 5 Star Morningstar Rating
Hilton Capital Management surpasses $1 billion in AUM
For more than three decades, Rafferty Holdings has been utilizing proven, effective investment strategies and techniques to reduce risk and maximize returns. Through subsidiaries Rafferty Capital Markets, Hilton Capital Management and Rafferty Asset Management, the firm has been providing a broad range of financial services to a wide roster of clients across the investment spectrum.
1010 Franklin Avenue, Suite 300A
Garden City, NY 11530
(516) 535-3800
info@raffertyholdings.com
Rafferty Holdings, LLC (“RH” or the “Firm”) represents subsidiaries that are registered broker-dealers and registered investment advisers with principal places of business in the State of New York. RH and its subsidiaries are in compliance with the current registration requirements imposed upon such by those states in which RH maintains clients. RH and its subsidiaries may only transact business in those states in which registered, or qualifies for an exemption or exclusion from registration requirements.
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