Founded in 2005, RMB Capital is an independent, employee-owned firm that offers advisory services and investment solutions for a diverse range of clients. RMB manages approximately $9.4 billion in AUM¹ for individuals and families, family offices, and institutional investors.
Our asset management unit offers equity, fixed income, and alternative investment strategies run by highly experienced portfolio managers. Underpinning all that we do is a deep commitment to fundamental research, concentration within portfolios, and risk management.
1 Total assets under management (“AUM”) presented here differs from regulatory assets under management (“RAUM”) reported on RMB Capital’s Form ADV. AUM reflects net assets under management for private funds and mutual funds managed by RMB Capital, while RAUM reflects gross assets under management. AUM also includes RMB West’s assets under advisement, which are not included in RMB Capital’s RAUM. AUM estimated as of 3/31/19.
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