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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

RMR ADVISORS LLC

CRD 123525

NEWTON, MA

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:5acc312d-2420-d9a9-c5a9-5934bcdd99b2

Data as of Dec 21, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Dec 9, 2011 to Dec 21, 2020
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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: $277MItem 5.F on the latest filing (2020-12-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $277M
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: 10
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
SEC number: 801-62519
CRD: 123525
Filings on the tape: 14
First filed: Dec 9, 2011
Latest filed: Dec 21, 2020
Organised: Limited Liability Company, Maryland

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
CLARK, JENNIFER, BABBIN	DIRECTOR, PRESIDENT, CHIEF EXECUTIVE OFFICER, GENERAL COUNSEL & SECRETARY	Na	yes	07/2002	Dec 9, 2011	Dec 21, 2020
DIAZ, FERNANDO	VICE PRESIDENT	Na	yes	05/2007	Dec 9, 2011	Dec 21, 2020
JORDAN, MATTHEW, PAUL	DIRECTOR, EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER	Na	yes	10/2017	Dec 5, 2017	Dec 21, 2020
LANOIS, GERALD, DOUGLAS	SENIOR VICE PRESIDENT	Na	yes	05/2020	Dec 21, 2020	Dec 21, 2020
LARKIN, VERN, DAVID	CHIEF COMPLIANCE OFFICER & DIRECTOR OF INTERNAL AUDIT	Na	yes	03/2012	Mar 21, 2012	Dec 21, 2020
PORTNOY, ADAM, DAVID	Director	Na	yes	05/2007	Dec 9, 2011	Dec 21, 2020
PORTNOY, ADAM, DAVID	TRUSTEE AND OWNER	E	yes	06/2015	Dec 9, 2011	Dec 21, 2020
THE RMR GROUP INC.	CLASS B MANAGING MEMBER AND CLASS A MEMBER	D	yes	06/2015	Dec 15, 2015	Dec 21, 2020
THE RMR GROUP LLC	SOLE MEMBER	E	yes	06/2015	Dec 15, 2015	Dec 21, 2020
ABP TRUST	CLASS A MEMBER	C	no	06/2015	Dec 13, 2016	Dec 21, 2020

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
TREMONT REALTY ADVISORS LLC	n/a	Asset manager	$763M	N	yes	n/a
ABP TRUST	n/a	n/a	n/a	Y	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
2020	Dec 21, 2020	$277M	$277M	10	8	0	n/a	n/a
2019	Dec 13, 2019	$362M	$362M	9	6	0	n/a	n/a
2018	Dec 16, 2018	$336M	$336M	9	5	0	n/a	n/a
2017	Dec 5, 2017	$317M	$317M	9	5	0	n/a	n/a
2016	Dec 13, 2016	$282M	$282M	8	5	n/a	n/a	n/a
2015	Dec 15, 2015	$248M	$248M	7	7	n/a	n/a	n/a
2014	Nov 20, 2014	$247M	$247M	7	7	n/a	n/a	n/a
2013	Dec 12, 2013	$232M	$232M	7	7	n/a	n/a	n/a
2012	Dec 7, 2012	$224M	$224M	6	6	n/a	n/a	n/a
2011	Dec 9, 2011	$159M	$159M	n/a	n/a	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
2020	$277M	$362M	-23.6%	$317M	-4.4%	10	9	0	0

Relationships

Affiliated with (1)

→ TREMONT REALTY CAPITAL LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (7)

← DIAZ, FERNANDOOwnerVICE PRESIDENT, ownership code NA, individual
Dec 9, 2011 to presentfactForm ADV
← PORTNOY, ADAM, DAVIDOwnerTRUSTEE AND OWNER, ownership code E, individual
Dec 9, 2011 to presentfactForm ADV
← CLARK, JENNIFER, BABBINOwnerDIRECTOR, PRESIDENT, CHIEF EXECUTIVE OFFICER, GENERAL COUNSEL & SECRETARY, ownership code NA, individual
Dec 9, 2011 to presentfactForm ADV
← JORDAN, MATTHEW, PAULOwnerDIRECTOR, EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER, ownership code NA, individual
Dec 5, 2017 to presentfactForm ADV
← LANOIS, GERALD, DOUGLASOwnerSENIOR VICE PRESIDENT, ownership code NA, individual
Dec 21, 2020 to presentfactForm ADV
← LARKIN, VERN, DAVIDOwnerCHIEF COMPLIANCE OFFICER & DIRECTOR OF INTERNAL AUDIT, ownership code NA, individual
Mar 21, 2012 to presentfactForm ADV
← THE RMR GROUP INC.OwnerCLASS B MANAGING MEMBER AND CLASS A MEMBER, ownership code D, domestic entity
Dec 15, 2015 to presentfactForm ADV

Owns (1)

← ABP TRUSTOwnerCLASS A MEMBER, ownership code C, domestic entity
Dec 13, 2016 to presentfactForm ADV

Dated events

Occurred
Dec 21, 2020
Control person joined
Douglas Gerald Lanois (Senior Vice President) appeared on Schedule A of Rmr Advisors Llc
Form ADVobserved 6 days ago
Occurred
Jun 26, 2015
Succession filed (Item 4)
Rmr Advisors, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5acc312d-2420-d9a9-c5a9-5934bcdd99b2
First observed: Dec 9, 2011
Last observed: Dec 21, 2020 70 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.

RMR ADVISORS LLC

CRD 123525

NEWTON, MA

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:5acc312d-2420-d9a9-c5a9-5934bcdd99b2

Data as of Dec 21, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLARK, JENNIFER, BABBIN

DIRECTOR, PRESIDENT, CHIEF EXECUTIVE OFFICER, GENERAL COUNSEL & SECRETARY

yes

07/2002

Dec 9, 2011

Dec 21, 2020

DIAZ, FERNANDO

VICE PRESIDENT

yes

05/2007

Dec 9, 2011

Dec 21, 2020

JORDAN, MATTHEW, PAUL

DIRECTOR, EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER

yes

10/2017

Dec 5, 2017

Dec 21, 2020

LANOIS, GERALD, DOUGLAS

SENIOR VICE PRESIDENT

yes

05/2020

Dec 21, 2020

LARKIN, VERN, DAVID

CHIEF COMPLIANCE OFFICER & DIRECTOR OF INTERNAL AUDIT

yes

03/2012

Mar 21, 2012

Dec 21, 2020

PORTNOY, ADAM, DAVID

Director

yes

05/2007

Dec 9, 2011

Dec 21, 2020

PORTNOY, ADAM, DAVID

TRUSTEE AND OWNER

yes

06/2015

Dec 9, 2011

Dec 21, 2020

THE RMR GROUP INC.

CLASS B MANAGING MEMBER AND CLASS A MEMBER

yes

06/2015

Dec 15, 2015

Dec 21, 2020

THE RMR GROUP LLC

SOLE MEMBER

yes

06/2015

Dec 15, 2015

Dec 21, 2020

ABP TRUST

CLASS A MEMBER

06/2015

Dec 13, 2016

Dec 21, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TREMONT REALTY ADVISORS LLC

n/a

Asset manager

$763M

yes

n/a

ABP TRUST

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Dec 21, 2020

$277M

n/a

2019

Dec 13, 2019

$362M

n/a

2018

Dec 16, 2018

$336M

n/a

2017

Dec 5, 2017

$317M

n/a

2016

Dec 13, 2016

$282M

n/a

2015

Dec 15, 2015

$248M

n/a

2014

Nov 20, 2014

$247M

n/a

2013

Dec 12, 2013

$232M

n/a

2012

Dec 7, 2012

$224M

n/a

2011

Dec 9, 2011

$159M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$277M

$362M

-23.6%

$317M

-4.4%