Richmond Brothers Inc

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Richmond Brothers Inc
CRD #158916
SEC #801-72736
CIK #0001698822, 0001387054, 0001041024, 0001540462
AUM $231.9 MM (2024-03-29)
Employees 18 (28% Investors, 0% Brokers)
Phone517-435-4040
Address3568 Wildwood Avenue
Jackson, MI 49202
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
3502802101407002009201420192025
CIK Period
0001698822 0001387054 0001041024 0001540462
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
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AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 674 111.6
(b) Individuals (high net worth individuals) 105 111.9
(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 5 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 2,092 231.9
By Discretionary
Discretionary 2,092 231.9
Non-Discretionary 0 0.0
Total 2,092 231.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 231.9
Total 2,092 231.9
EDGAR Form CIK 2011 - 2024
10-K [0001041024]
10-Q [0001041024]
3 [0001041024]
4 [0001041024]
8-K [0001041024]
D [0001041024]
SC 13G [0001041024]
10-K [0001387054]
10-Q [0001387054]
8-K [0001387054]
SC 13D [0001387054]
SC 13G [0001387054]
13F-HR [0001540462]
3 [0001540462]
4 [0001540462]
SC 13D [0001540462]
SC 13G [0001540462]
3 [0001698822]
4 [0001698822]
Form 13D/13G Filer Form 13D/13G Subject Filed
Richmond Brothers Inc Rockwell Medical Inc [2023-02-23]
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Davita Inc Rockwell Medical Inc [2022-04-18]
BlackRock Inc Rockwell Medical Inc [2021-02-02]
Richmond Brothers Inc Ocuphire Pharma Inc [2020-11-16]
Armistice Capital LLC Rockwell Medical Inc [2020-10-02]
CVI Investments Inc Rockwell Medical Inc [2020-09-30]
Richmond Brothers Inc Air Industries Group [2018-06-25]
View All
Form 3/4/5 Subject 2011 - 2024
Rockwell Medical Inc
Chole Timothy
Strobeck Mark
Nissenson Allen
Smiley Andrea Heslin
Cooper John G
Radie Robert S
Ravich Mark H
Lau Joan
Timmins Megan C
View All
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