RESOURCE MANAGEMENT SERVICE, LLC

other names
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Adviser Profile
As of Date 03/26/2024
Adviser Type - Large advisory firm
Number of Employees 161 1.26%
of those in investment advisory functions 18 5.88%
Registration SEC, Approved, 02/20/2004
AUM* 5,188,760,000 6.42%
of that, discretionary 1,364,470,000 5.67%
Private Fund GAV* 1,321,754,752 5.44%
Avg Account Size 399,135,385 6.42%
SMA’s Yes
Private Funds 5
Contact Info 205 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
4B 4B 3B 2B 2B 1B 623M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count4 GAV$238,654,752
Fund TypeOther Private Fund Count1 GAV$1,083,100,000

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Brochure Summary

Overview

Firm Description Resource Management Service, LLC (“RMS”) is a vertically integrated, privately held timberland investment manager serving institutional investors. U.S. operations are conducted through RMS which is domiciled in the U.S. and located in Birmingham, Alabama. RMS also has regional offices throughout the southern U.S. International operations are conducted through wholly owned subsidiaries in Brazil and New Zealand. RMS is owned and operated by its employees. RMS has 37 Members, including most senior management and key employees. RMS was founded in 1950 as a timberland management and consulting firm providing forestry services to the forest products industry and other private landowners. In 1985, RMS partnered with a timberland investment manager as its southern U.S. asset manager. In 2004, RMS became a timberland investment manager, offering comprehensive timberland investment services to pension funds, endowments, foundations, family offices and other institutional investors. Principal Owners RMS’s owners consist of 37 members. A total of 24 RMS employees and one board member owns 65% of the firm. Thirteen local individual investors own the remaining 35%. Ownership in the company is broadly distributed. The largest ownership interest by an individual
represents 11.05% of the membership interest of RMS, with seven senior employees holding a total ownership interest of 41.02%. Types of Advisory Services RMS provides timberland investment management services to institutional investors through pooled timberland funds (“Funds”) for which RMS is the manager. RMS also serves a small number of institutional investors through direct accounts (“Direct Accounts” and together with the Funds, the “Clients”). RMS sources transactions, manages timberland assets, conducts timber and land sales, and performs client accounting and reporting – all on a vertically integrated basis (i.e., with in-house staff). RMS does not tailor advisory services to the individual needs of investors in the Funds. As of December 31, 2023, RMS managed approximately $1.3 billion on a discretionary basis and $3.8 billion on a non-discretionary basis in timberland assets in two countries for 13 Clients. Investment Management Agreement An investment management agreement or similar governing document is executed between RMS and each Client. The agreement specifies investment management, property management and performance-based fees charged to the Client by RMS, and these vary by Client. Other provisions such as investment term vary by Client.