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| Richmond Capital Management Inc
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| |
|---|---|
| CRD # | 104636 |
| SEC # | 801-17534 |
| CIK # | 0000704594 |
| AUM | $5.6 BB (2024-03-19) |
| Employees | 21 (48% Investors, 0% Brokers) |
| Phone | 804-379-8280 |
| Address | 1509A Belleville Street Richmond, VA 23230 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | RCM Construction MBS Opportunities Fund LP | [2023-03-24] | 136.0 | 136.7 |
| Other | Proloan Bond Fund LLC | [2012-03-28] | 253.6 | 1,006.8 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 24 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 1.4 |
| (g) Pension and profit sharing plans | 27 | 1.2 |
| (h) Charitable organizations | 38 | 0.5 |
| (i) State or municipal government entities | 33 | 1.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 7 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 43 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 174 | 5.6 |
| By Discretionary | ||
| Discretionary | 167 | 5.5 |
| Non-Discretionary | 7 | 0.0 |
| Total | 174 | 5.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.6 | |
| Total | 174 | 5.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Patton Roark Jr | 2 | ||
| Howard Bos | 2 | ||
| Richmond Capital Management Inc | 2 | ||
| Richmond Management Inc | 1 | ||
| Geoffrey Sale Cco | 1 | ||
| RCM Capital Partners LLC | 1 | ||
| Patton Roark Jr Cfa | 1 | ||
| Howard Bos Cfa President | 1 | ||
| Geoffrey Sale | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
NorthRock Partners LLC
✚
|
MN | 5.8 |
|
Jonathan Roberts Advisory Group Inc
✚
|
FL | 5.7 |
|
Zhang Financial LLC
✚
|
MI | 5.7 |
|
Frontier Asset Management LLC
✚
|
WY | 5.7 |
|
Crestwood Advisors Group LLC
✚
|
MA | 5.7 |
|
Annex Advisory Services LLC
✚
|
WI | 5.6 |
|
HBK Sorce Advisory LLC
✚
|
PA | 5.6 |
|
Sigma Planning Corporation
✚
|
MI | 5.6 |
|
Asset Strategy Consultants LLC
✚
|
MD | 5.4 |
|
Cambridge Associates Limited LLC
✚
|
MA | 5.3 |