RMR Capital Management LLC

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Assets, Funds, Holdings

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RMR Capital Management LLC
CRD #285334
SEC #801-118066
CIK #0001695500, 0002032709
AUM 170.8 M (2026-02-24)
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone949-922-3145
Address14471 Chambers Road
Tustin, CA 92780
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
180144108723602010201520212027
In the News
Fri, 31 Jul 2026 RMR Capital Management LLC Buys New Position in Sky Harbour Group Co. $SKYH — MarketBeat
Sector Form 13F Holdings Value ($M)
Alphabet Inc 4.8
Sixth Street Specialty Lending Inc 4.6
Costco Wholesale Corp /NEW 3.6
Meta Financial Group Inc 3.5
St Joe Co 2.7
United Technologies Corp /DE/ 2.5
Wal Mart Stores Inc 2.4
Johnson & Johnson 2.1
AbbVie Inc 2.0
American Express Co 1.9
View All
Holdings by Sector ($M)
15012090603002024202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 27 3.0
(b) Individuals (high net worth individuals) 45 167.9
(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 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 207 170.8
By Discretionary
Discretionary 207 170.8
Non-Discretionary 0 0.0
Total 207 170.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 170.8
Total 207 170.8
EDGAR Form CIK 2011 - 2026
D [0001695500]
13F-HR [0002032709]
Firm Profile (Form ADV)
ServesRetail
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