RMB Capital Management LLC

RMB Capital Management LLC

RMB Capital Management LLC

Overview
Date Founded

2005

Headquarters

115 South LaSalle Street,34th floor,Chicago, IL 60603-3973

Type of Company

Private

Employees (Worldwide)

179

Industries

Investment Services & Portfolio Management

Company Description

RMB Capital Management (RMB) establishes personalized asset allocations based on each client's specific investment goals, time horizons, risk tolerances, income requirements and total asset levels. Once they have determined the appropriate asset mix, they assess the optimal implementation through an open architecture investment platform. The firm manages core assets, such as fixed-income securities and domestic stocks, directly in an effort to lower costs, control risk and make the process more transparent and tax efficient. These core assets are supplemented with sub-advised investments in asset classes such as international stocks and non-traditional fixed-income securities.RMB's equity portfolios focus on small- and medium size companies with considerable growth potential or larger companies with less volatile earnings growth and increasing dividends. Their equity investment strategies include Core Equity, Dividend Growth and Special Situations.RMB's Fixed-Income investment approach seeks to achieve capital preservation, while generating regular income. The firm offers taxable and tax-exempt fixed income strategies. These strategies focus is on high-quality credits, while applying a low duration strategy.RMB offers access to various alternative investment including Strategic Fixed Income, Hedge Funds, Private Equity, Real Estate and other Real Assets.

Contact Data
Trying to get in touch with decision makers at RMB Capital Management LLC? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Executives & Employees

Co-Founder

Chief Financial Officer

Chief Marketing Officer

Chief Technology Officer

Chief Compliance Officer

Chief Human Resources Officer

Partner & Director of Operations

Partner

Paths to RMB Capital Management LLC
Potential Connections via
Relationship Science
You
RMB Capital Management LLC
Recent Transactions
Details Hidden

RMB Capital Management LLC, RMB Capital Holdings LLC purchase Jacobus Wealth Management, Inc.

Details Hidden

RMB Capital Management LLC purchases VennWell LLC

Details Hidden

RMB Capital Management LLC purchases Greenwood Investment Management, Inc.

Advisors & Consultants
Auditor

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Custodian

Goldman, Sachs & Co. (GS&Co.), a limited partnership registered as a U.S. broker-dealer and futures commission merchant, together with its consolidated subsidiaries (collectively, the firm), is an indirectly wholly owned subsidiary of The Goldman Sachs Group, Inc. (Group Inc.), a Delaware corporation. The firm is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.

Custodian

Morgan Stanley & Co. LLC is an SEC-registered broker/dealer headquartered in New York City and was founded in 1969. The firm is the primary broker subsidiary of Morgan Stanley (NYSE: MS). They are a member of FINRA. Morgan Stanley provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Non-Profit Donations & Grants
Awards & Honors
Rank #7
2015
Financial Planning Magazine - Fastest Growing RIAs
Rank #57
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #39
2014
Financial Advisor Magazine - Top RIA Survey
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by RMB Capital Management LLC. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of RMB Capital Management LLC's profile does not indicate a business or promotional relationship of any kind between RelSci and RMB Capital Management LLC.