GROUP RMC INVESTMENT ADVISOR LLC

RIASEC RegisteredEst. 2024
Total AUM
$84.6M
Discretionary
$0
0% of AUM
Avg account
$6.5M
Accounts
13
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
318504
Registered since
January 23, 2024
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Group Rmc Investment Advisor LLC is a compact advisory firm that focuses on managing pooled investment vehicles for institutional clients. The firm is organized as a limited liability company and became SEC-registered in 2024. Its advisory mandate centers on portfolio management for pooled vehicles and it acts in sponsor/GP and managing-member roles for those structures. Fee arrangements include a mix of percentage of AUM, fixed fees and performance-based fees, which indicates the firm takes both asset-based and incentive-aligned compensation. The adviser reports a non-discretionary model across its client relationships, suggesting it provides investment guidance and oversight to fund structures and institutional owners rather than exercising direct trading authority on client accounts. Group Rmc does not position itself as an active ESG investor, is not a multi-state adviser, and is not engaged in pension consulting. It is classified as an Other Fund Provider and is not identified as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Jerome Mangan

    Compliance OfficerCRD 7514978

  • Alexander Massa

    Marketing ManagerCRD 7514987

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth