RPM Capital Management, LLC

RIASEC RegisteredEst. 2016

Total AUM

$74.3M

Discretionary

$74.3M

100% of AUM

Avg account

$502K

Accounts

148

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 164200
Registered since: February 9, 2016
Website: rpmcapitalmgt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI95.5%
Corporations / Businesses2.85%
Individuals0.92%
Pension & Profit Sharing Plans0.67%
Charitable Organizations0.06%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

RPM Capital Management, LLC is a privately held investment advisory firm formed in 2016 that provides portfolio management primarily to individuals, families and small businesses, with some institutional relationships. The firm is organized as an LLC and is owned by an individual principal. RPM charges clients on a percentage-of-assets basis (and other fee arrangements where applicable). Its practice is not positioned around ESG mandates. RPM’s stated advisory activity centers on discretionary portfolio management rather than pension consulting or acting as a third-party capital allocator. The firm identifies a client mix of individual and family investors alongside institutional accounts.