|
⚲
|
| RM Adviser LLC
✚
| |
|---|---|
| CRD # | 283877 |
| SEC # | 801-108063 |
| CIK # | |
| AUM | $175.1 MM (2024-03-28) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 310-907-7129 |
| Address | 6844 Sunrise Court Coral Gables, FL 33133 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | RM Pohlig LLC | 2020-03-31 | 17.1 | |
| RE | Realtymogul 132 LLC | [2019-11-01] | 3.0 | 0.0 |
| RE | RM La Privada LLC | 2019-11-01 | 4.7 | |
| RE | RM Terrace Hill LLC | 2019-11-01 | 6.3 | |
| RE | RM the Hamptons LLC | 2019-11-01 | 9.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 175.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 175.1 |
| By Discretionary | ||
| Discretionary | 2 | 175.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 175.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.1 | |
| Total | 2 | 175.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Jilliene Helman | 145 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
FIG Capital Management LLC
✚
|
FL | 0.2 |
|
Hazelview Securities US LLC
✚
|
NY | 0.2 |
|
Lynx Capital LLC
✚
|
GA | 0.2 |
|
Paladin Realty Partners LLC
✚
|
CA | 0.2 |
|
Accord Equity Advisors LLC
✚
|
CA | 0.2 |
|
Alcova Capital Management LP
✚
|
NY | 0.2 |
|
Chestnut Funds LLC
✚
|
TN | 0.2 |
|
Coastal Investment Company LLC
✚
|
FL | 0.2 |
|
Capital United LLC
✚
|
OR | 0.2 |
|
Participant Capital Advisors LLC
✚
|
FL | 0.2 |