RPM Capital Management, LLC

RIASEC RegisteredEst. 2016

Total AUM

$74.3M

Discretionary

$74.3M

100% of AUM

Avg account

$502K

Accounts

148

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 164200
Registered since: February 9, 2016
Website: rpmcapitalmgt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI95.5%
Corporations / Businesses2.85%
Individuals0.92%
Pension & Profit Sharing Plans0.67%
Charitable Organizations0.06%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

RPM Capital Management, LLC is an SEC-registered investment adviser formed in 2016 and organized as an LLC with individual ownership. The firm provides portfolio management services primarily for individuals and small businesses, and reports a client base that includes both individual/family and institutional relationships. Its fee model includes asset-based fees (percentage of AUM) along with other fee arrangements. RPM does not identify as an active ESG investor, is not a multi‑state adviser for regulatory purposes, and does not list pension consulting or related-adviser activities.