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RMB CAPITAL MANAGEMENT

Business and Investment Profile

The RMB CAPITAL MANAGEMENT is a privately held investment adviser that advises $11.85Bn in regulatory assets under management held in 4 SEC fund types across 5 investment strategies. RMB CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 36.13% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 21.47 years and is comprised of 2 filing and 0 relying advisers. They operate out of 13 office locations with their Headquarters at ONE NORTH WACKER DRIVE SUITE 3500, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.

Employee Profile

They have 189 employees comprised of 113 investment and 76 non-investment staff. The total number of Employees increased by 15.24% over the last 5-years.

Asset Profile

Their $11.85Bn in assets advised are owned by 21 private funds, 8 public funds and BDCs and 68 other accounts. Assets of High Net Worth Individuals clients own $7.86Bn or 66.37% of Total Assets and Investment Companies (IC) own $1.31Bn or 11.05% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Real Estate, representing 49.42%, 27.69% and 11.01% of total assets, respectively.

Client Profile

They advise 8 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).

Service Provider Profile

The Group uses 4 Fund Administrators, 5 Fund Auditors, 6 Prime Brokers, 8 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees, management fees and performance-based fees.

Sub-Advisers

RMB CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: RMB CAPITAL MANAGEMENT

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Generated 2026-09-12T06:48:03.4657921.  © 2026 Convergence.