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| Keyboard |
| RM Adviser LLC
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|---|---|
| CRD # | 283877 |
| SEC # | 801-108063 |
| CIK # | |
| AUM | 128.3 M (2026-03-30) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 407-876-1702 |
| Address | 333 S Garland Ave Orlando, FL 32801 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | RM Pohlig LLC | 2020-03-31 | 17.1 M | |
| RE | Realtymogul 132 LLC | [2019-11-01] | 3.0 M | 0.0 M |
| Offered $2,970,000 · Filed 2019-06-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Duration One year or less · Commission $118,000 · Revenue No Revenues | ||||
| RE | RM La Privada LLC | 2019-11-01 | 4.7 M | |
| RE | RM Terrace Hill LLC | 2019-11-01 | 6.3 M | |
| RE | RM the Hamptons LLC | 2019-11-01 | 9.2 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 128.3 |
| (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 | 128.3 |
| By Discretionary | ||
| Discretionary | 2 | 128.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 128.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.3 | |
| Total | 2 | 128.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jilliene Helman | Executive Officer | 150 | 3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Real Estate |
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