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| RMR Capital Management LLC
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|---|---|
| CRD # | 285334 |
| SEC # | 801-118066 |
| CIK # | 0002032709, 0001695500 |
| AUM | $164.6 M (2025-02-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 949-922-3145 |
| Address | 17822 East 17th Street, Suite 310 Tustin, CA 92780 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sixth Street Specialty Lending Inc | 4.5 | ||
| Costco Wholesale Corp /NEW | 3.6 | ||
| Meta Financial Group Inc | 3.2 | ||
| Alphabet Inc | 3.0 | ||
| St Joe Co | 2.1 | ||
| Microsoft Corp | 2.0 | ||
| Wal Mart Stores Inc | 2.0 | ||
| American Express Co | 2.0 | ||
| United Technologies Corp /DE/ | 1.9 | ||
| McDonalds Corp | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 3.2 |
| (b) Individuals (high net worth individuals) | 45 | 161.3 |
| (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 | 1 | 0.1 |
| (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 | 210 | 164.6 |
| By Discretionary | ||
| Discretionary | 210 | 164.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 210 | 164.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.6 | |
| Total | 210 | 164.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001695500] | |
| 13F-HR | [0002032709] |
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|---|---|---|
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Pomona Wealth Management LLC
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WA | 0.2 |
|
Lifetime Wealth Management LLC
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0.2 | |
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0.2 | |
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CA | 0.2 |
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The Worley Banks Group LLC
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MO | 0.2 |
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Frank Financial Services
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Oakmont Investment Advisors Inc
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PA | 0.2 |