RM MANAGER, LLC
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 186512
- Registered since
- April 13, 2015
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1KEVIN MOCLAIR
Chief Accounting OfficerCRD 5751177
Contacts
2 of 2Christine Lachnicht
Vice PresidentCRD 7719316
DAVID KARLE
Vice PresidentCRD 7205382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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