RESOURCE CAPITAL MANAGEMENT, LLC

Overview

Resource Capital Management, LLC is a small, single-office registered investment adviser that provides portfolio management for individuals and small businesses. The firm operates under a limited liability company structure and has been active since 2015. Its business model centers on managing discretionary equity portfolios, charging a mix of fixed fees and performance-based fees. Resource Capital Management is not positioned as a multi-state or institutional pension consultant and does not self-identify as an active ESG investor. Investment activity is heavily weighted toward publicly traded equities, delivered through separately managed account structures. The firm does not act as a capital allocator or sponsor of external funds; instead it appears to use outside managers where needed for niche exposures (notably real estate). Given the sub-$1 million scale of assets managed, the operating posture is boutique and concentrated, focused on a small number of client relationships rather than broad retail distribution.

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Location & Offices