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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| RM Adviser LLC
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| CRD # | 283877 |
| SEC # | 801-108063 |
| CIK # | |
| AUM | $143.5 M (2025-03-26) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 310-907-7129 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| 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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 143.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 143.5 |
| By Discretionary | ||
| Discretionary | 2 | 143.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 143.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.5 | |
| Total | 2 | 143.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jilliene Helman | 149 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DF Investment Manager LLC
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|
GA | 0.2 |
|
Graystreet Capital Management LLC
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|
TX | 0.2 |
|
EM Advisor LLC
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|
NY | 0.2 |
|
Tricon Capital GP Inc
✚
|
0.2 | |
|
RSC Asset Management Group LLC
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|
CA | 0.1 |
|
PARE Partners II LLC
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|
FL | 0.1 |
|
SRT Group LLC
✚
|
FL | 0.1 |
|
Paladin Realty Partners LLC
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|
0.1 | |
|
Blue Moon Capital Management LLC
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|
MA | 0.1 |
|
Ascentris LLC
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|
CO | 0.1 |