Adviser Profile
| As of Date | 08/16/2024 |
| Registration status | Terminated |
| ADV Location | NEW ROCHELLE, NY, United States |
| Contact Info | 917 xxxxxxx |
| AUM* | 49,700,000 1% |
| of that, discretionary | 49,700,000 1% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,522,222 1% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
50M
43M
36M
28M
21M
14M
7M
2020
2021
2022
2023
2024
Private Funds
No private funds
Employees
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|---|---|---|---|---|---|---|---|---|---|---|---|
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| Adviser RM PRIVATE WEALTH MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM340.9m | #Funds- | |
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