RM ADVISER, LLC

Overview

RM Adviser, LLC is an SEC-registered limited liability company that has been operating since 2016. The firm’s client base is institutional and its primary advisory activity is portfolio management for pooled investment vehicles. RM Adviser charges a mix of fees — percentage-of-AUM, performance-based fees, and other arrangements — consistent with managers that run closed-end or alternative strategies. The firm is not identified as an active ESG investor and is not designated as a multi-state adviser; it is also noted as not being a capital allocator. RM Adviser maintains industry roles beyond pure advisory work: it is affiliated as an investment adviser, acts as a real estate broker, and serves as sponsor, general partner, or managing member of pooled investment vehicles. Those affiliations indicate the firm is involved on both the manager and sponsor sides of pooled/alternative structures rather than only providing discretionary account management.

Assets & Accounts

Investments & Alternatives