RGM CAPITAL, LLC

other names
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Adviser Profile
As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 6
Registration SEC, Approved, 2/1/2006
AUM* 2,887,026,089 28.62%
of that, discretionary 2,887,026,089 28.62%
Private Fund GAV* 1,144,758,778 48.26%
Avg Account Size 131,228,459 40.31%
SMA’s Yes
Private Funds 4
Contact Info 239 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above

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
3B 3B 2B 2B 1B 861M 431M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$1,144,758,778

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Brochure Summary

Overview

The Adviser is an investment adviser with its principal place of business in Naples, Florida. The Adviser commenced operations as an investment adviser in March 2003 and has been registered with the SEC since February 2006. Robert G. Moses and related entities are the principal owners of the Adviser. The Adviser provides advisory services on a discretionary basis to its clients, which include private pooled investment vehicles and institutional investors. The Adviser provides advice to client accounts based on specific investment objectives
and strategies. The Adviser does not tailor advisory services to the individual needs of clients. Investors in the Adviser's pooled investment vehicles may not impose restrictions on the securities or types of securities in which the pooled investment vehicles may invest. However, the Adviser's separately managed account clients may impose investment restrictions regarding certain securities or types of securities. As of December 31, 2023, the Adviser manages approximately $2.9 billion of client assets, all on a discretionary basis.