Facts and Figures
Increased from $500M at inception
New business driven by referrals and word of mouth
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Financial Analyst® (CFA®)
Estimated AUM and all other information as of 3/31/23. RMB Capital Firm inception date: 4/1/2005.
¹Total assets under management (“AUM”) presented here differs from regulatory assets under management (“RAUM”) reported on RMB Capital 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.
²Annualized retention rate as of 3/31/2023.
All information presented is subject to change at any time and is provided only as of the date indicated.