Rbc Cm Fund Partners, LLC (New York)
Rbc Cm Fund Partners, LLC is a large advisory firm based in New York. It manages $478.75 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California and New York.
Rbc Cm Fund Partners 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.
Rbc Cm Fund Partners: assets under management
The assets under management (AUM) of Rbc Cm Fund Partners, LLC is $478.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $478.75 million of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Rbc Cm Fund Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Rbc Cm Fund Partners serves?
The only and largest group of clients of Rbc Cm Fund Partners is pooled investment vehicles with 1 clients and $478.75 million of assets under management. Among the 10 most similar advisory firms, Rbc Cm Fund Partners has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $478.75 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.
Rbc Cm Fund Partners also advises several private funds. Namely, one securitized asset fund. The minimum investment commitment required of non-related persons is $50,000,000 for each fund.
Careers at Rbc Cm Fund Partners, LLC
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in New York
The principal office where Rbc Cm Fund Partners, LLC performs its advisory services is located at Three World Financial Center, New York, NY 10281, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-428-6265. The normal business hours are 8:00 - 5:00 on Monday - Friday.
Registered investment advisers similar to Rbc Cm Fund Partners, LLC
- Socius Family Office
- Brasada Capital Management
- Metropolis Capital Limited
- Red Granite Advisors
- Cue Financial Group
- Islet Management
- Quadrant Capital Management
- Pks Advisory Services
- North Creek Partners
- South Street Advisors
- Heritage Financial Management
- Partners In Financial Planning
- Autumn Lane Advisors
- Stavis Margolis Advisory Services
- Colony Group