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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

REALTYCLUB INVESTMENT ADVISORS LLC

CRD 175359

FAIRWAY, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:292d9bf5-07fb-8df5-19a6-35c05128cefd

Data as of Mar 17, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 50
Dated events: 1
On other graphs: 1
Observed: Nov 10, 2015 to Mar 17, 2017
5 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Realtyclub Investment Advisors LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $20.5MItem 5.F on the latest filing (2017-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $20.5M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 4
Accounts: 3
Private funds: 3Schedule D 7.B(1)
Private fund GAV: $20.5Mgross asset value as reported per fund; never fund size
Custody, client assets: $20.5M
SEC number: 801-106930
CRD: 175359
Filings on the tape: 5
First filed: Nov 10, 2015
Latest filed: Mar 17, 2017
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ABTS HOLDINGS, LLC	Member	C	yes	07/2008	Nov 10, 2015	Mar 17, 2017
ANDERSON, RYAN, KIELTY	Owner	D	yes	07/2008	Nov 10, 2015	Mar 17, 2017
ANDERSON, TERRENCE, DANIEL	Owner	D	yes	07/2008	Nov 10, 2015	Mar 17, 2017
BICKNELL FAMILY HOLDING COMPANY, LLC	Manager	E	yes	04/2008	Nov 10, 2015	Mar 17, 2017
BICKNELL, MARTIN, CHRISTOPHER	CHIEF EXECUTIVE OFFICER	Na	yes	06/2015	Nov 10, 2015	Mar 17, 2017
BICKNELL, MARTIN, CHRISTOPHER	ELECTED MANAGER	F	yes	07/2007	Nov 10, 2015	Mar 17, 2017
BLANDING, TODD, ROBERT	CHIEF INVESTMENT OFFICER	Na	yes	06/2015	Nov 10, 2015	Mar 17, 2017
MARINER HOLDINGS, LLC	MANAGING MEMBER	E	yes	01/2010	Nov 10, 2015	Mar 17, 2017
MARINER REAL ESTATE MANAGEMENT, LLC	MANAGING MEMBER	E	yes	06/2015	Nov 10, 2015	Mar 17, 2017
MONTAGE INVESTMENTS, LLC	MANAGING MEMBER	D	yes	01/2010	Nov 10, 2015	Mar 17, 2017
MREM-RC HOLDINGS LLC	MANAGING MEMBER	E	yes	06/2015	Aug 4, 2016	Mar 17, 2017
ROSS, KATELYN, E	CHIEF COMPLIANCE OFFICER	Na	no	03/2016	Mar 29, 2016	Mar 17, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MARINER WEALTH ADVISORS, LLC	n/a	Bd affiliated wealth	$125B	N	yes	n/a
PALMER SQUARE CAPITAL MANAGEMENT LLC	n/a	Asset manager	$26B	N	yes	n/a
TORTOISE CAPITAL ADVISORS, L.L.C.	n/a	Asset manager	$8.9B	N	yes	n/a
TORTOISE CREDIT STRATEGIES, LLC	n/a	Former SEC adviser	$3.1B	N	yes	n/a
MARINER WEALTH ADVISORS - LEAWOOD, LLC	n/a	Former SEC adviser	$2.8B	N	yes	n/a
RIVERPOINT CAPITAL MANAGEMENT, LLC	n/a	Former SEC adviser	$2.8B	N	yes	n/a
MARINER WEALTH ADVISORS-OKLAHOMA, LLC	n/a	Former SEC adviser	$2.4B	N	yes	n/a
MARINER RETIREMENT ADVISORS, LLC	n/a	Former SEC adviser	$1.7B	N	yes	n/a
MARINER REAL ESTATE MANAGEMENT, LLC	n/a	Asset manager	$1.7B	Y	yes	n/a
VANTAGE INVESTMENT ADVISORS, LLC	n/a	Former SEC adviser	$1.4B	N	yes	n/a
MARINER WEALTH ADVISORS-MANASQUAN, LLC	n/a	Former SEC adviser	$1.1B	N	yes	n/a
ASCENT INVESTMENT PARTNERS, LLC	n/a	Former SEC adviser	$1.1B	N	yes	n/a
MARINER WEALTH ADVISORS-MADISON, LLC	n/a	Former SEC adviser	$1.1B	N	yes	n/a
NUANCE INVESTMENTS, LLC	n/a	Other adviser	$984M	N	yes	n/a
MARINER WEALTH ADVISORS-NYC, LLC	n/a	Former SEC adviser	$724M	N	yes	n/a
TORTOISE INDEX SOLUTIONS, LLC	n/a	Former SEC adviser	$719M	N	yes	n/a
MARINER WEALTH ADVISORS-ST. LOUIS, LLC	n/a	Former SEC adviser	$615M	N	yes	n/a
CONVERGENCE INVESTMENT PARTNERS, LLC	n/a	Mixed wealth	$524M	N	yes	n/a
MARINER WEALTH ADVISORS-OMAHA, LLC	n/a	Former SEC adviser	$416M	N	yes	n/a
MARINER WEALTH ADVISORS-CHICAGO, LLC	n/a	Former SEC adviser	$285M	N	yes	n/a
SILVERWEST HOTELS LLC	n/a	Former SEC adviser	$282M	N	yes	n/a
ALEGRIA ENERGY, LLC	n/a	Former SEC adviser	$177M	N	yes	n/a
440 INVESTMENT GROUP, LLC	n/a	Former SEC adviser	$157M	N	yes	n/a
FLYOVER CAPITAL PARTNERS, LLC	n/a	Asset manager	$148M	N	yes	n/a
FIRSTPOINT FINANCIAL, LLC	n/a	Former SEC adviser	$60,000	N	yes	n/a
TORTOISE CLEAN ENERGY PARTNERS, LLC	n/a	Former SEC adviser	$0	N	yes	n/a
VARIANT, LLC	n/a	Former SEC adviser	$0	N	yes	n/a
AREA REAL ESTATE ADVISORS, LLC	n/a	n/a	n/a	N	yes	n/a
ENTERPRISE RISK STRATEGIES, LLC	n/a	n/a	n/a	N	yes	n/a
MARINER CONSULTING, LLC	n/a	n/a	n/a	N	yes	n/a
MARINER INSTITUTIONAL CONSULTING, LLC	n/a	Former SEC adviser	n/a	N	yes	n/a
MARINER INSURANCE RESOURCES, LLC	n/a	n/a	n/a	N	yes	n/a
MARINER TRUST COMPANY, LLC	n/a	n/a	n/a	N	yes	n/a
MONTAGE SECURITIES, LLC	n/a	n/a	n/a	N	yes	n/a
TORTOISE INVESTMENTS PARTNERS, LLC	n/a	Former SEC adviser	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 17, 2017	$20.5M	$20.5M	11	4	n/a	3	$20.5M
2015	Mar 29, 2016	$0	$0	10	3	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$20.5M	$0	n/a	n/a	n/a	11	10	n/a	n/a

Relationships

Affiliated with (38)

← 440 INVESTMENT GROUP, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← MARINER WEALTH ADVISORSRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← SILVERWEST HOTELS LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← MARINER WEALTH ADVISORSRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ MARINER WEALTH ADVISORSRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV
→ MARINER WEALTH ADVISORSRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV
→ TORTOISE CAPITAL ADVISORS, L.L.C.Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ MARINERRegistered adviserother investment adviser, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
→ CONVERGENCE INVESTMENT PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ NUANCE INVESTMENTS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ ASCENT INVESTMENT PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ 440 INVESTMENT GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ PALMER SQUARE CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ PLATFORM INVESTMENTS, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV
→ MARINER WEALTH ADVISORSRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV
→ MARINER WEALTH ADVISORSRegistered adviserother investment adviser, insurance company, LP sponsor, common control
factForm ADV
→ MARINER WEALTH ADVISORSRegistered adviserother investment adviser, insurance company, common control
factForm ADV
→ MARINER WEALTH ADVISORSRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV
→ MARINER WEALTH ADVISORSRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV
→ MARINER RETIREMENT ADVISORS, LLCRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV
→ MARINER INSTITUTIONAL CONSULTING, LLCRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV
→ FLYOVER CAPITAL PARTNERS, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ MARINER WEALTH ADVISORSRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV
→ FIRSTPOINT FINANCIAL, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ SILVERWEST HOTELS LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ MARINER WEALTH ADVISORSRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV
→ TIS ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
→ MARINER WEALTH ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
→ TORTOISE CREDIT STRATEGIES, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ ALEGRIA ENERGY, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
and 8 more

Controls (10)

← MONTAGE INVESTMENTS, LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Nov 10, 2015 to presentfactForm ADV
← MARINER REAL ESTATE MANAGEMENT, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Nov 10, 2015 to presentfactForm ADV
← BICKNELL, MARTIN, CHRISTOPHEROwnerELECTED MANAGER, ownership code F, individual
Nov 10, 2015 to presentfactForm ADV
← BLANDING, TODD, ROBERTOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Nov 10, 2015 to presentfactForm ADV
← ANDERSON, RYAN, KIELTYOwnerOWNER, ownership code D, individual
Nov 10, 2015 to presentfactForm ADV
← ANDERSON, TERRENCE, DANIELOwnerOWNER, ownership code D, individual
Nov 10, 2015 to presentfactForm ADV
← ABTS HOLDINGS, LLCOwnerMEMBER, ownership code C, domestic entity
Nov 10, 2015 to presentfactForm ADV
← BICKNELL FAMILY HOLDING COMPANY, LLCOwnerMANAGER, ownership code E, domestic entity
Nov 10, 2015 to presentfactForm ADV
← MARINER HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Nov 10, 2015 to presentfactForm ADV
← MREM-RC HOLDINGS LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Aug 4, 2016 to presentfactForm ADV

Owns (1)

← ROSS, KATELYN, EOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2016 to presentfactForm ADV

Dated events

Occurred
Nov 10, 2015
First Form ADV filing
Mrem-Rc Holdings, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:292d9bf5-07fb-8df5-19a6-35c05128cefd
First observed: Nov 10, 2015
Last observed: Mar 17, 2017 115 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REALTYCLUB INVESTMENT ADVISORS LLC

CRD 175359

FAIRWAY, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:292d9bf5-07fb-8df5-19a6-35c05128cefd

Data as of Mar 17, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ABTS HOLDINGS, LLC

Member

yes

07/2008

Nov 10, 2015

Mar 17, 2017

ANDERSON, RYAN, KIELTY

Owner

yes

07/2008

Nov 10, 2015

Mar 17, 2017

ANDERSON, TERRENCE, DANIEL

Owner

yes

07/2008

Nov 10, 2015

Mar 17, 2017

BICKNELL FAMILY HOLDING COMPANY, LLC

Manager

yes

04/2008

Nov 10, 2015

Mar 17, 2017

BICKNELL, MARTIN, CHRISTOPHER

CHIEF EXECUTIVE OFFICER

yes

06/2015

Nov 10, 2015

Mar 17, 2017

BICKNELL, MARTIN, CHRISTOPHER

ELECTED MANAGER

yes

07/2007

Nov 10, 2015

Mar 17, 2017

BLANDING, TODD, ROBERT

CHIEF INVESTMENT OFFICER

yes

06/2015

Nov 10, 2015

Mar 17, 2017

MARINER HOLDINGS, LLC

MANAGING MEMBER

yes

01/2010

Nov 10, 2015

Mar 17, 2017

MARINER REAL ESTATE MANAGEMENT, LLC

MANAGING MEMBER

yes

06/2015

Nov 10, 2015

Mar 17, 2017

MONTAGE INVESTMENTS, LLC

MANAGING MEMBER

yes

01/2010

Nov 10, 2015

Mar 17, 2017

MREM-RC HOLDINGS LLC

MANAGING MEMBER

yes

06/2015

Aug 4, 2016

Mar 17, 2017

ROSS, KATELYN, E

CHIEF COMPLIANCE OFFICER

03/2016

Mar 29, 2016

Mar 17, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MARINER WEALTH ADVISORS, LLC

n/a

Bd affiliated wealth

$125B

yes

n/a

PALMER SQUARE CAPITAL MANAGEMENT LLC

n/a

Asset manager

$26B

yes

n/a

TORTOISE CAPITAL ADVISORS, L.L.C.

n/a

Asset manager

$8.9B

yes

n/a

TORTOISE CREDIT STRATEGIES, LLC

n/a

Former SEC adviser

$3.1B

yes

n/a

MARINER WEALTH ADVISORS - LEAWOOD, LLC

n/a

Former SEC adviser

$2.8B

yes

n/a

RIVERPOINT CAPITAL MANAGEMENT, LLC

n/a

Former SEC adviser

$2.8B

yes

n/a

MARINER WEALTH ADVISORS-OKLAHOMA, LLC

n/a

Former SEC adviser

$2.4B

yes

n/a

MARINER RETIREMENT ADVISORS, LLC

n/a

Former SEC adviser

$1.7B

yes

n/a

MARINER REAL ESTATE MANAGEMENT, LLC

n/a

Asset manager

$1.7B

yes

n/a

VANTAGE INVESTMENT ADVISORS, LLC

n/a

Former SEC adviser

$1.4B

yes

n/a

MARINER WEALTH ADVISORS-MANASQUAN, LLC

n/a

Former SEC adviser

$1.1B

yes

n/a

ASCENT INVESTMENT PARTNERS, LLC

n/a

Former SEC adviser

$1.1B

yes

n/a

MARINER WEALTH ADVISORS-MADISON, LLC

n/a

Former SEC adviser

$1.1B

yes

n/a

NUANCE INVESTMENTS, LLC

n/a

Other adviser

$984M

yes

n/a

MARINER WEALTH ADVISORS-NYC, LLC

n/a

Former SEC adviser

$724M

yes

n/a

TORTOISE INDEX SOLUTIONS, LLC

n/a

Former SEC adviser

$719M

yes

n/a

MARINER WEALTH ADVISORS-ST. LOUIS, LLC

n/a

Former SEC adviser

$615M

yes

n/a

CONVERGENCE INVESTMENT PARTNERS, LLC

n/a

Mixed wealth

$524M

yes

n/a

MARINER WEALTH ADVISORS-OMAHA, LLC

n/a

Former SEC adviser

$416M

yes

n/a

MARINER WEALTH ADVISORS-CHICAGO, LLC

n/a

Former SEC adviser

$285M

yes

n/a

SILVERWEST HOTELS LLC

n/a

Former SEC adviser

$282M

yes

n/a

ALEGRIA ENERGY, LLC

n/a

Former SEC adviser

$177M

yes

n/a

440 INVESTMENT GROUP, LLC

n/a

Former SEC adviser

$157M

yes

n/a

FLYOVER CAPITAL PARTNERS, LLC

n/a

Asset manager

$148M

yes

n/a

FIRSTPOINT FINANCIAL, LLC

n/a

Former SEC adviser

$60,000

yes

n/a

TORTOISE CLEAN ENERGY PARTNERS, LLC

n/a

Former SEC adviser

yes

n/a

VARIANT, LLC

n/a

Former SEC adviser

yes

n/a

AREA REAL ESTATE ADVISORS, LLC

n/a

yes

n/a

ENTERPRISE RISK STRATEGIES, LLC

n/a

yes

n/a

MARINER CONSULTING, LLC

n/a

yes

n/a

MARINER INSTITUTIONAL CONSULTING, LLC

n/a

Former SEC adviser

n/a

yes

n/a

MARINER INSURANCE RESOURCES, LLC

n/a

yes

n/a

MARINER TRUST COMPANY, LLC

n/a

yes

n/a

MONTAGE SECURITIES, LLC

n/a

yes

n/a

TORTOISE INVESTMENTS PARTNERS, LLC

n/a

Former SEC adviser

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 17, 2017

$20.5M

n/a

$20.5M

2015

Mar 29, 2016

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$20.5M

n/a