RMB Capital Management, LLC
RMB Capital Management, LLC is an independent investment advisory and asset management firm headquartered in Chicago, Illinois. Founded in 2005, the firm manages assets for individuals, high-net-worth clients, institutions, and foundations and has over 100 employees. RMB Capital offers a range of capabilities including wealth management, asset allocation, and specialized investment strategies.
Investment Strategy
RMB Capital employs a multi-disciplinary investment approach, providing customized portfolio management spanning public equities, fixed income, alternative investments, private equity, and real estate. The firm focuses on long-term capital appreciation and risk management for client portfolios, blending traditional and alternative assets while tailoring strategies to individual goals and institutional needs.
Top Holdings
Equity Positions (656)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.71% | $247.9M | 498,408 | $298.81 | $497.41 | +$105.3M |
A AMZN | AMAZON COM INC | 2.34% | $123.4M | 562,665 | $131.07 | $219.39 | +$27.5M |
A AAPL | APPLE INC | 2.32% | $122.1M | 595,246 | $137.88 | $205.17 | +$37.6M |
J JPM | JPMORGAN CHASE & CO. | 2.30% | $121.3M | 418,370 | $139.26 | $289.91 | +$30.6M |
N NVDA | NVIDIA CORPORATION | 1.95% | $102.5M | 648,846 | $127.15 | $157.99 | +$63.0M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | New | Put | $1.1M | 56 | $205.17 | $205.17 | +56 | +$1.1M |
C CRM | SALESFORCE INC | New | Put | $245.4K | 9 | $272.69 | $272.69 | +9 | +$245.4K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
N Nick Wilson | Managing Director | Milwaukee, WI , United States |