Rgm Capital, Llc (Naples)
Rgm Capital, Llc Is a Large Advisory Firm Based in Naples. It Manages $1.36 Billion of Regulatory Assets for 21 Client Accounts. It Has Been Registered with...
Rgm Capital, LLC is a large advisory firm based in Naples. It manages $1.36 billion of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.
Rgm Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Rgm Capital: assets under management
The assets under management (AUM) of Rgm Capital, LLC is $1.36 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3358% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $1.36 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $64.72 million each.
Rgm Capital has custody of $441.95 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.
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Investments
The firm invests in exchange traded securities the most. They account for 93% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 7% of the firm’s portfolio.
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