RMR Capital Management, LLC
RMR Capital Management, LLC is a registered investment adviser headquartered in Tustin, California. Founded in 2017, the firm manages portfolios primarily for high net worth individuals and a small number of other clients. As of early 2025, it manages approximately $164.6 million in assets and operates with a lean structure, currently employing only one person. Its regulatory filings show a focus on personalized wealth management and individualized investment solutions.
Investment Strategy
RMR Capital Management, LLC provides discretionary investment management services focused primarily on public equity and securities markets. Its investment approach targets portfolio diversification across large-cap, well-known U.S. equities and selective positions in other asset classes. The firm’s strategy emphasizes long-term capital appreciation, risk management, and customized solutions that address the specific needs of high net worth individuals. Investments are generally made with careful research and an emphasis on stable, high-quality companies.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 18.19% | $25.5M | 252,770 | $100.47 | $100.69 | +$10.5M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 17.85% | $25.0M | 51,391 | $356.66 | $485.77 | -$3.4M |
T TSLX | SIXTH STREET SPECIALTY LENDI | 3.24% | $4.5M | 190,495 | $21.49 | $23.81 | -$907.8K |
R RSP | INVESCO EXCHANGE TRADED FD T | 2.99% | $4.2M | 23,021 | $158.18 | $181.74 | +$45.8K |
S SYFI | AB ACTIVE ETFS INC | 2.63% | $3.7M | 102,331 | $35.49 | $35.95 | -$593.6K |