RMWC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $807.4M |
| Discretionary | $807.4M100% of AUM |
| Client Accounts | 11 |
| Avg Account Size | $73.4M |
| Employees | 13 |
| Peak AUM | $807.4MMar 2026 |
| AUM CAGR | +12.5% /yrover 16 yrs · 32 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $807M | +16.9% | +16.6% | +20.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $807.4M |
| Discretionary | $807.4M |
| Employees | 13 |
| Client Accounts | 11 |
| Client Range | 0 |
Contact & Location
Address
130 E 59TH STREET
NEW YORK NY 10022
Phone
917-675-5084
Filing History
32 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$807M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Trust CompanyLaw Firm