Rpm Capital Management, LLC
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Overview
Rpm Capital Management, LLC is an advisory firm located in Port Chester, New York. The company manages $92.7 million in assets under management across 190 accounts. Rpm Capital Management, LLC has a small team, including 1 financial advisor. Rpm Capital Management, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial assets like bonds, options and equities.
Rpm Capital Management, LLC administers more than half of the firm's client assets on a discretionary basis. Discretionary management means that transaction judgments are made by a portfolio manager without requiring the client's approval. Rpm Capital Management, LLC also manages two non-discretionary accounts with a total of $649,287 in assets. The company oversees an average of $487,842 in assets for each account. An average financial advisor at Rpm Capital Management, LLC manages around 190 client accounts.
Rpm Capital Management, LLC's headquarters is at 800 Westchester Avenue, Port Chester, New York 10573. It is permitted to serve clients throughout a number of states, including Arizona, California, Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Rpm Capital Management, LLC by the Numbers
$92.7 million
1
190
$487.8 thousand
Fee Structure
Fees for financial management typically are based on which services are provided. However, fees charged by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Rpm Capital Management, LLC works with retail investors, high net worth investors and corporations. Out of its 190 clients, Rpm Capital Management, LLC's largest client by number of accounts is high net worth investors, though it also serves 173 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 92.02%
- Other Individuals - 3.72%
- Corporations - 4.26%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Rpm Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Rpm Capital Management, LLC
Port Chester, NY
Port Chester, NY
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