Rmwc
- Regulatory AUM
- $807M
- Discretionary
- $807M
- Clients
- 11
- Avg AUM / client
- $73.4M
- Accounts
- 11
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $807M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $473M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rmwc Direct Lending Opportunities Fund Iv, Lp | Real Estate Fund | Delaware | $240M | 128 |
| Rmwc Direct Lending Opportunities Fund Iii, Lp | Real Estate Fund | Delaware | $86.0M | 59 |
| Rmwc Direct Lending Fund Ii, Lp | Real Estate Fund | Delaware | $78.0M | 46 |
| Rmwc Credit Alpha Fund, Lp | Hedge Fund | Delaware | $68.0M | 68 |
| Rmwc Alternative Fund, Lp | Private Equity Fund | Delaware | $1.4M | 17 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrews, Thomas, Coleman | Chief Executive Officer/President | Jan 2008 (19y) | 25% – 50% | |
| Rubenstein, Michael, Ross | Managing Director | Jan 2008 (19y) | Less than 5% | |
| Korell, Harold, Martin | Shareholder | Jul 2013 (13y) | ≈ 3.52% – 25% via Coletyme Llc | |
| Brooks, Marc, Brian | Managing Director | Mar 2020 (6y) | Less than 5% | |
| Fischler, Steven, A | Chief Investment Officer | Mar 2020 (6y) | 25% – 50% | |
| Riggs, Curt, A | Managing Director | Mar 2020 (6y) | Less than 5% | |
| Cohen, Jonathan, Gabriel | Cfo | Jun 2023 (3y) | Less than 5% | |
| Brancazio, Christopher, John | Cco | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rmwc Management, Inc | Shareholder | Jan 2011 | A | 75% or more |
| Monacan Llc | Sole Shareholder | Mar 2020 | B | ≈ 56.25% – 100% via Rmwc Management, Inc |
| Coletyme Llc | Shareholder | Jul 2013 | B | ≈ 14.06% – 50% via Monacan Llc |
Estimated effective ownership (look-through of filed bands):
- Korell, Harold, Martin: 25% – 50% of Coletyme Llc × 25% – 50% of Monacan Llc × 75% – 100% of Rmwc Management, Inc × 75% – 100% direct ≈ 3.52% – 25% of the firm
- Monacan Llc: 75% – 100% of Rmwc Management, Inc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Coletyme Llc: 25% – 50% of Monacan Llc × 75% – 100% of Rmwc Management, Inc × 75% – 100% direct ≈ 14.06% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $473M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rmwc Direct Lending Opportunities Fund Iv, Lp | Real Estate Fund | $240M | $2.0M | 128 |
| Rmwc Direct Lending Opportunities Fund Iii, Lp | Real Estate Fund | $86.0M | $1.0M | 59 |
| Rmwc Direct Lending Fund Ii, Lp | Real Estate Fund | $78.0M | $1.0M | 46 |
| Rmwc Credit Alpha Fund, Lp | Hedge Fund | $68.0M | $1.0M | 68 |
| Rmwc Alternative Fund, Lp | Private Equity Fund | $1.4M | $1.0M | 17 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.65 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Northern Trust $6.4M (1% of AUM) Jul 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗