RM MANAGER, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ORLANDO, Florida
CRD number
186512
Registered since
April 13, 2015

Firm profile

FINTRX

Overview

RM Manager, LLC is an SEC-registered limited liability company that began registration in 2015 and operates as an adviser with a narrow, fund-focused profile rather than a traditional retail advisory practice. The firm’s regulatory filings classify it as “unclassified,” and it is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. Its stated industry activities show participation beyond simple advisory work: the firm acts as an investment adviser, is registered as a real estate broker, and serves as sponsor/GP or managing member of pooled investment vehicles and limited partnerships. Those roles indicate the firm is oriented toward structuring and operating private investment vehicles rather than providing broad financial planning or discretionary retail wealth management at scale. RM Manager, LLC’s business model centers on forming and managing private funds and serving as sponsor or general partner in pooled vehicles, with a particular footprint in venture capital and real estate-related activity. The adviser’s profile suggests it allocates managerial resources to fund formation, capital raising and manager oversight rather than running a large roster of individual advisory accounts. The firm does not present itself as an ESG-focused allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KEVIN MOCLAIR

    Chief Accounting OfficerCRD 5751177

Contacts

2 of 2
  • Christine Lachnicht

    Vice PresidentCRD 7719316

  • DAVID KARLE

    Vice PresidentCRD 7205382

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ORLANDO, FL

ORANGE

Location

ORLANDO, FL

Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
333 S Garland Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth