RM Adviser, LLC

Overview

RM Adviser, LLC is an institutional registered investment adviser organized as a limited liability company and SEC-registered since 2016. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles rather than advising individual retail accounts. Ownership is a mix of a domestic entity and individuals. Fee arrangements include a percentage-of-AUM component and performance-based fees, plus other fee structures. The firm is active as a sponsor and operator of pooled vehicles: its reported affiliations include roles as a sponsor, general partner, and managing member. It also lists activities as an investment adviser and as a real estate broker, which suggests a hands-on role in structuring and operating certain real asset investments. RM Adviser, LLC does not identify as an ESG investor, is not a multi-state adviser, and does not perform traditional pension consulting or act as a related adviser.

Assets & Accounts

Investments & Alternatives