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Rgm Capital, LLC

CRD 136634SEC# 801-65879Naples, FL
Export (members)
No longer SEC-registered. Rgm Capital, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #1,901 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.6B
Fund GAV
$1B
Private funds
3
Employees
7
Accounts
22
Location
Naples, FL

Rgm Capital, LLC assets under management

Rgm Capital, LLC operates as an SEC-registered investment adviser based in Naples, FL. It reports $2.6 billion in regulatory assets under management and employs 7 people. Rgm Capital, LLC manages 3 private funds with combined gross assets of $1 billion, including Rgm Value Opportunity Fund II, LP. By regulatory assets, it ranks 1,901 of 6,004 private fund managers.

Rgm Capital, LLC private funds

3 funds · $1B GAV
FundTypeGross assetsMin.
Rgm Value Opportunity Fund II, LPHedge$496.7M$1M
Rgm Value Opportunity Fund, LPHedge$276.5M$1M
Rgm Value Opportunity Fund IV, LPHedge$229M$1M

Rgm Capital, LLC owners & executives

5 reported
NameTitleOwnershipSince
Amy MosesTrustee, Moses Family Trust50-75%2003
Edward Templer CalkinsChief Operating OfficerUnder 5%2006
Moses Family Trust ControlMember50-75%2003
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Frequently asked questions

How much does Rgm Capital, LLC manage?

Rgm Capital, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.

How many private funds does Rgm Capital, LLC manage?

Rgm Capital, LLC manages 3 private funds with combined gross assets of $1 billion.

How many employees does Rgm Capital, LLC have?

Rgm Capital, LLC reports 7 employees.

Where is Rgm Capital, LLC located?

Rgm Capital, LLC is based in Naples, FL.

Does Rgm Capital, LLC disclose fund performance?

Rgm Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9010 Strada Stell Court, Suite 105, Naples, FL 34109-4425
Office hours8:00a.m.-5:00p.m.
Discloses disciplinary historyNo

Regulatory AUM

$2.6B▼ 15%
Mar '25 — $3.07BApr '25 — $3.07BMay '25 — $3.07BJun '25 — $3.07BJul '25 — $3.07BAug '25 — $3.07BSep '25 — $3.07BOct '25 — $3.07BNov '25 — $3.07BDec '25 — $3.07BJan '26 — $3.07BFeb '26 — $3.07BMar '26 — $2.6BApr '26 — $2.6BMay '26 — $2.6BJun '26 — $2.6B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
AUM vs fund managersTop 32%
Larger than 68% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$2.6Bregulatory AUM
Discretionary $2.6B

Service providers