Rcm Capital Management LLC (San Francisco)

Rcm Capital Management LLC is a large advisory firm based in San Francisco. It manages $21.18 billion of regulatory assets for 163 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, New York, and Texas.

Rcm Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.

Rcm Capital Management: assets under management

The assets under management (AUM) of Rcm Capital Management LLC is $21.18 billion. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.56 billion in discretionary accounts and $617.39 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $130.12 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $123.48 million.

Rcm Capital Management has custody of $153.45 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rcm Capital Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 18 indirect owners.

Based in San Francisco

The principal office where Rcm Capital Management LLC performs its advisory services is located at 555 Mission Street, San Francisco, CA 94105, 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 415 954-5400 or by fax 415 954-8200. The normal business hours are 8:00a.m. to 4:30p.m. on Monday - Friday. You can find more information about the New York firm at www.rcm.com.

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