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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

RM ADVISER, LLC

CRD 283877

ORLANDO, FL

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:a6245817-b033-c5b6-0758-9d6a8837c613

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 13
On other graphs: 1
Observed: Jun 27, 2016 to Mar 30, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Real Estate Fundsidentity

RM Adviser, LLC

Real estate fund manager · shared crd

Venture Capitalowner

Canaan Ix LP

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $128MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $128M
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: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2
Individual clients: 0
High net worth clients: 0
Custody, client assets: $143M
SEC number: 801-108063
CRD: 283877
Filings on the tape: 29
First filed: Jun 27, 2016
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE
Website: realtymogul.com (website for realty mogul, co., the parent company of rm adviser, llc)

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
RM POHLIG LLC	Real Estate Fund	$17.1M	Mar 31, 2020	1	Mar 31, 2020	dropped	n/a
RM THE HAMPTONS, LLC	Real Estate Fund	$9.2M	Mar 31, 2020	1	Nov 1, 2019	dropped	n/a
RM TERRACE HILL, LLC	Real Estate Fund	$6.3M	Mar 31, 2020	2	Nov 1, 2019	dropped	n/a
RM LA PRIVADA, LLC	Real Estate Fund	$4.7M	Mar 31, 2020	1	Nov 1, 2019	dropped	n/a
REALTYMOGUL 132, LLC	Real Estate Fund	$15,078	Mar 30, 2022	70	Nov 1, 2019	dropped	021-342962

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
CANAAN IX, LP	DIRECT OWNER	C	yes	03/2014	Nov 1, 2019	Oct 16, 2024
Helman, Jilliene, Paige	CHIEF EXECUTIVE OFFICER	Na	yes	03/2015	Jun 27, 2016	Oct 16, 2024
LEVY, ERIC	VICE PRESIDENT, PORTFOLIO MANAGER	Na	yes	01/2019	Feb 7, 2019	Oct 16, 2024
MOCLAIR, KEVIN, PATRICK	CHIEF ACCOUNTING OFFICER	Na	yes	02/2022	Mar 30, 2022	Oct 16, 2024
REALTY MOGUL, CO.	SOLE MEMBER	E	yes	03/2015	Jun 27, 2016	Oct 16, 2024
HORNE, TARA, NICHOLE	CHIEF COMPLIANCE OFFICER	Na	no	06/2023	Jun 30, 2023	Oct 16, 2024

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
REALTY MOGUL COMMERCIAL CAPITAL, CO.	n/a	n/a	n/a	N	yes	n/a
RM COMMUNITIES, LLC	n/a	n/a	n/a	N	yes	n/a
RM MANAGER, LLC	n/a	n/a	n/a	N	yes	n/a
RM SECURITIES, LLC	n/a	n/a	n/a	N	yes	n/a
RM SPONSOR, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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; showing 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$128M	$128M	4	3	1	n/a	n/a
2024	Mar 26, 2025	$143M	$143M	5	3	2	n/a	n/a
2023	Mar 28, 2024	$175M	$175M	6	3	1	n/a	n/a
2022	Mar 31, 2023	$180M	$180M	5	3	2	n/a	n/a
2021	Mar 30, 2022	$145M	$145M	5	3	0	1	$15,078
2020	Mar 29, 2021	$111M	$111M	3	2	0	1	$2.7M
2019	Mar 31, 2020	$141M	$141M	4	3	0	5	$40.3M
2018	Mar 1, 2019	$62.4M	$62.4M	2	2	0	n/a	n/a
2017	Mar 28, 2018	$40.1M	$40.1M	5	5	0	n/a	n/a
2016	Mar 29, 2017	$8.9M	$8.9M	7	5	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
2025	$128M	$143M	-10.6%	$180M	-10.7%	4	5	1	2

Relationships

Controls (5)

← LEVY, ERICOwnerVICE PRESIDENT, PORTFOLIO MANAGER, ownership code NA, individual
Feb 7, 2019 to Oct 16, 2024factForm ADV
← MOCLAIR, KEVIN, PATRICKOwnerCHIEF ACCOUNTING OFFICER, ownership code NA, individual
Mar 30, 2022 to Oct 16, 2024factForm ADV
← Helman, Jilliene, PaigeOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jun 27, 2016 to Oct 16, 2024factForm ADV
← CANAAN IX, LPOwnerDIRECT OWNER, ownership code C, domestic entity
Nov 1, 2019 to Oct 16, 2024factForm ADV
← REALTY MOGUL, CO.OwnerSOLE MEMBER, ownership code E, domestic entity
Jun 27, 2016 to Oct 16, 2024factForm ADV

Owns (1)

← HORNE, TARA, NICHOLEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 30, 2023 to Oct 16, 2024factForm ADV

Advises (5)

→ REALTYMOGUL 132, LLCPrivate fundReal Estate Fund, IA, no longer reported
Nov 1, 2019 to Mar 30, 2022factForm ADV
→ RM POHLIG LLCPrivate fundReal Estate Fund, IA, no longer reported
Mar 31, 2020 to Mar 31, 2020factForm ADV
→ RM TERRACE HILL, LLCPrivate fundReal Estate Fund, IA, no longer reported
Nov 1, 2019 to Mar 31, 2020factForm ADV
→ RM LA PRIVADA, LLCPrivate fundReal Estate Fund, IA, no longer reported
Nov 1, 2019 to Mar 31, 2020factForm ADV
→ RM THE HAMPTONS, LLCPrivate fundReal Estate Fund, IA, no longer reported
Nov 1, 2019 to Mar 31, 2020factForm ADV

Dated events

Occurred
Jun 30, 2023
Control person left
Saher Hamideh (Chief Compliance Officer & Secretary) no longer on Schedule A of Rm Adviser, Llc (listed 2023-03-31, absent 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person joined
Patrick Kevin Moclair (Chief Accounting Officer) appeared on Schedule A of Rm Adviser, Llc
Form ADVobserved 6 days ago
Occurred
Mar 29, 2021
Control person left
Anggraini Ayla Nazli (Chief Compliance Officer & Secretary) no longer on Schedule A of Rm Adviser, Llc (listed 2020-09-01, absent 2021-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2021
Control person joined
Saher Hamideh (Chief Compliance Officer & Secretary) appeared on Schedule A of Rm Adviser, Llc
Form ADVobserved 6 days ago
Occurred
Sep 1, 2020
Control person left
Joseph Michael Schoellhammer (Managing Director) no longer on Schedule A of Rm Adviser, Llc (listed 2020-03-31, absent 2020-09-01)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2020
Control person joined
Anggraini Ayla Nazli (Chief Compliance Officer & Secretary) appeared on Schedule A of Rm Adviser, Llc
Form ADVobserved 6 days ago
Occurred
Nov 1, 2019
Control person joined
Joseph Michael Schoellhammer (Managing Director) appeared on Schedule A of Rm Adviser, Llc
Form ADVobserved 6 days ago
Occurred
Feb 7, 2019
Control person joined
Eric Levy (Assistant Vice President/Portfolio Manager) appeared on Schedule A of Rm Adviser, Llc
Form ADVobserved 6 days ago
Occurred
Feb 7, 2019
Control person left
Tyler Justin Hughes (Senior Managing Director) no longer on Schedule A of Rm Adviser, Llc (listed 2019-01-02, absent 2019-02-07)
Form ADVobserved 6 days ago
Occurred
Feb 7, 2019
Control person left
Rachael Elizabeth Braman (Senior Managing Director) no longer on Schedule A of Rm Adviser, Llc (listed 2019-01-02, absent 2019-02-07)
Form ADVobserved 6 days ago
Occurred
Jan 2, 2019
Control person left
Ashley Karen Fleck (Chief Financial Officer,Vice President And Treasurer) no longer on Schedule A of Rm Adviser, Llc (listed 2018-03-28, absent 2019-01-02)
Form ADVobserved 6 days ago
Occurred
Jan 2, 2019
Control person left
Scott Aaron Halfacre (President) no longer on Schedule A of Rm Adviser, Llc (listed 2018-03-28, absent 2019-01-02)
Form ADVobserved 6 days ago
Occurred
Jun 27, 2016
First Form ADV filing
Rm Adviser, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a6245817-b033-c5b6-0758-9d6a8837c613
First observed: Jun 27, 2016
Last observed: Mar 30, 2026 5 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.

RM ADVISER, LLC

CRD 283877

ORLANDO, FL

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:a6245817-b033-c5b6-0758-9d6a8837c613

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:03 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

RM POHLIG LLC

Real Estate Fund

$17.1M

Mar 31, 2020

dropped

n/a

RM THE HAMPTONS, LLC

Real Estate Fund

$9.2M

Mar 31, 2020

Nov 1, 2019

dropped

n/a

RM TERRACE HILL, LLC

Real Estate Fund

$6.3M

Mar 31, 2020

Nov 1, 2019

dropped

n/a

RM LA PRIVADA, LLC

Real Estate Fund

$4.7M

Mar 31, 2020

Nov 1, 2019

dropped

n/a

REALTYMOGUL 132, LLC

Real Estate Fund

$15,078

Mar 30, 2022

Nov 1, 2019

dropped

021-342962

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CANAAN IX, LP

DIRECT OWNER

yes

03/2014

Nov 1, 2019

Oct 16, 2024

Helman, Jilliene, Paige

CHIEF EXECUTIVE OFFICER

yes

03/2015

Jun 27, 2016

Oct 16, 2024

LEVY, ERIC

VICE PRESIDENT, PORTFOLIO MANAGER

yes

01/2019

Feb 7, 2019

Oct 16, 2024

MOCLAIR, KEVIN, PATRICK

CHIEF ACCOUNTING OFFICER

yes

02/2022

Mar 30, 2022

Oct 16, 2024

REALTY MOGUL, CO.

SOLE MEMBER

yes

03/2015

Jun 27, 2016

Oct 16, 2024

HORNE, TARA, NICHOLE

CHIEF COMPLIANCE OFFICER

06/2023

Jun 30, 2023

Oct 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

REALTY MOGUL COMMERCIAL CAPITAL, CO.

n/a

yes

n/a

RM COMMUNITIES, LLC

n/a

yes

n/a

RM MANAGER, LLC

n/a

yes

n/a

RM SECURITIES, LLC

n/a

yes

n/a

RM SPONSOR, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$128M

n/a

2024

Mar 26, 2025

$143M

n/a

2023

Mar 28, 2024

$175M

n/a

2022

Mar 31, 2023

$180M

n/a

2021

Mar 30, 2022

$145M

$15,078

2020

Mar 29, 2021

$111M

$2.7M

2019

Mar 31, 2020

$141M

$40.3M

2018

Mar 1, 2019

$62.4M

n/a

2017

Mar 28, 2018

$40.1M

n/a

2016

Mar 29, 2017

$8.9M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$128M

$143M

-10.6%

$180M

-10.7%