Rm Adviser, Llc
- Regulatory AUM
- $128M
- Discretionary
- $128M
- Clients
- 2
- Avg AUM / client
- $64.1M
- Accounts
- 2
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $128M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Helman, Jilliene, Paige | Chief Executive Officer | Mar 2015 (11y) | Less than 5% | |
| Levy, Eric | Vice President, Portfolio Manager | Jan 2019 (8y) | Less than 5% | |
| Moclair, Kevin, Patrick | Chief Accounting Officer | Feb 2022 (5y) | Less than 5% | |
| Horne, Tara, Nichole | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Realty Mogul, Co. | Sole Member | Mar 2015 | A | 75% or more |
| Canaan Ix, Lp | Direct Owner | Mar 2014 | B | ≈ 18.75% – 50% via Realty Mogul, Co. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Canaan Ix, Lp: 25% – 50% of Realty Mogul, Co. × 75% – 100% direct ≈ 18.75% – 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.21 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
- • Other fees
- • DUE DILIGENCE FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗