RMA Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 314811
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI62.46%
- Individuals37.54%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
RMA Capital Management, LLC is a small, privately owned investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges a combination of a percentage-of-AUM fee and performance-based fees, and it does not position itself as a multi-state or ESG specialist. Its asset mix and custodial choices indicate a preference for liquid holdings and direct market access, while the presence of performance fees and private placement activity point to select use of less liquid, higher-conviction opportunities for eligible clients. The business model is client-focused and limited in scale: advisory activity is centered on personalized portfolio management rather than institutional mandates or broad capital allocation across outside managers. Given the firm’s size and the account-level fee structure, strategies are likely implemented on a per-client basis rather than through pooled turnkey funds.
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
Asset composition
- Cash & Cash Equivalents72%
- Exchange Traded Equities28%
Contacts
1 of 1Rui Ma
PartnerCRD 5356757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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