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| Happy Holidays!! thanks for using AUM13F!! |
| RDM Capital Associates Inc
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|---|---|
| CRD # | 106941 |
| SEC # | 801-129856 |
| CIK # | |
| AUM | $127.6 M (2025-02-10) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 732-576-1671 |
| Address | 263 Broad St Red Bank, NJ 07701 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 19.8 |
| (b) Individuals (high net worth individuals) | 39 | 99.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 8.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 247 | 127.6 |
| By Discretionary | ||
| Discretionary | 247 | 127.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 247 | 127.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.6 | |
| Total | 247 | 127.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stock Management LLC
✚
|
0.1 | |
|
AWR Investment Management LLC
✚
|
CA | 0.1 |
|
Severin Investments LLC
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MO | 0.1 |
|
Fort Advisors Inc
✚
|
TX | 0.1 |
|
Stembrook Asset Management LLC
✚
|
NJ | 0.1 |
|
Cerasus Advisors Inc
✚
|
0.1 | |
|
Chromecore LLC
✚
|
CA | 0.1 |
|
Oakmont Advisory Group LLC
✚
|
NM | 0.1 |
|
Trinity Investment Management LLC
✚
|
TX | 0.1 |
|
GeoVest Advisors Inc
✚
|
NY | 0.1 |