DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Realtyclub Investment Advisors LLC
Latest filing Mar 17, 2017
First filing on the tape Nov 10, 2015 · 5 filings
RAUM
$20.5M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
4 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
3
$20.5M gross assets
History
5 filings and snapshots on the tape
RAUM$20.5M as of Mar 17, 2017
Mar 29, 2016$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 17, 2017
Mar 29, 20160 then
Employees (5.A)11 as of Mar 17, 2017
Mar 29, 201610 then
Private funds: 3
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 17, 2017; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $6.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $20.5M, 3 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $20.5M for 3 clientsreported
- Compensation
- % of AUMreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Christopher Martin Bicknell · Chief Executive Officercontrolsince 06/2015 · owns less than 5%
- Robert Todd Blanding · Chief Investment Officercontrolsince 06/2015 · owns less than 5%
- Kielty Ryan Anderson · Ownercontrolsince 07/2008 · owns 50% to 75% of Abts Holdings, LLC
- Daniel Terrence Anderson · Ownercontrolsince 07/2008 · owns 50% to 75% of Abts Holdings, LLC
- Christopher Martin Bicknell · Elected Managercontrolsince 07/2007 · owns F of Bicknell Family Holding Company, LLC
- E Katelyn Ross · Chief Compliance Officersince 03/2016 · owns less than 5%
Entity owners
- Mrem-Rc Holdings LLC · Managing Memberdirect · owns 75% or more
- Abts Holdings, LLC · Memberindirect · owns 25% to 50% of Mariner Real Estate Management, LLC
- Bicknell Family Holding Company, LLC · Managerindirect · owns 75% or more of Mariner Holdings, LLC
- Mariner Holdings, LLC · Managing Memberindirect · owns 75% or more of Montage Investments, LLC
- Mariner Real Estate Management, LLC · Managing Memberindirect · owns 75% or more of Mrem-Rc Holdings LLC
- Montage Investments, LLC · Managing Memberindirect · owns 50% to 75% of Mariner Real Estate Management, LLC
Related persons
Schedule D 7.A
- 440 Investment Group, LLCinvestment advisernRAUM $157M
- Alegria Energy, LLCinvestment adviserbankpooled vehicle sponsornRAUM $177M
- Area Real Estate Advisors, LLCinvestment companyn
- Ascent Investment Partners, LLCinvestment advisernRAUM $1.1B
- Convergence Investment Partners, LLCinvestment advisernRAUM $524M
- Enterprise Risk Strategies, LLCreal estaten
- Firstpoint Financial, LLCinvestment advisernRAUM $60,000
- Flyover Capital Partners, LLCinvestment adviserpooled vehicle sponsornRAUM $148M
- Mariner Consulting, LLCinsurancen
- Mariner Institutional Consulting, LLCinvestment adviserLP sponsorn
- Mariner Insurance Resources, LLCreal estaten
- Platform Investments, LLCinvestment adviserpooled vehicle sponsoryRAUM $1.7B
- Mariner Retirement Advisors, LLCinvestment adviserLP sponsornRAUM $1.7B
- Mariner Trust Company, LLCn
- Mariner Wealth Advisorsinvestment adviserLP sponsornRAUM $2.8B
- Mariner Wealth Advisorsinvestment advisernRAUM $285M
- Mariner Wealth Advisorsinvestment adviserinsuranceLP sponsornRAUM $1.1B
- Mariner Wealth Advisorsinvestment adviserLP sponsornRAUM $1.1B
- Mariner Wealth Advisorsinvestment adviserinsurancenRAUM $724M
- Mariner Wealth Advisorsinvestment adviserLP sponsornRAUM $2.4B
- Mariner Wealth Advisorsinvestment adviserLP sponsornRAUM $416M
- Mariner Wealth Advisorsinvestment adviserLP sponsornRAUM $615M
- Marinerinvestment adviserpooled vehicle sponsorLP sponsornRAUM $125B
- Montage Securities, LLCbroker-dealern
- Nuance Investments, LLCinvestment advisernRAUM $984M
- Palmer Square Capital Management LLCinvestment adviserbankpooled vehicle sponsornRAUM $26B
- Mariner Wealth Advisorsinvestment adviserLP sponsornRAUM $2.8B
- Silverwest Hotels LLCinvestment adviserpooled vehicle sponsornRAUM $282M
- Tortoise Capital Advisors, L.L.C.investment adviserpooled vehicle sponsornRAUM $8.9B
- Tortoise Clean Energy Partners, LLCinvestment advisern
Advisers that list Realtyclub Investment Advisors LLC as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $8.9M to $20.5MAug 4, 2016 to Mar 17, 2017
- Discretionary RAUM · $8.9M to $20.5MAug 4, 2016 to Mar 17, 2017
- RAUM · $8.9M to $20.5MAug 4, 2016 to Mar 17, 2017
- Accounts · 0 to 3Mar 29, 2016 to Jun 6, 2016
- Advisory employees · 3 to 4Mar 29, 2016 to Jun 6, 2016
- Assets in custody · unset to 8896540.0Mar 29, 2016 to Jun 6, 2016
- Custody of client assets · false to trueMar 29, 2016 to Jun 6, 2016
- Employees · 10 to 11Mar 29, 2016 to Jun 6, 2016
- HQ city · LEAWOOD to FAIRWAYMar 29, 2016 to Jun 6, 2016
- Private funds · unset to 3Mar 29, 2016 to Jun 6, 2016
- Discretionary RAUM · $0 to $8.9MMar 29, 2016 to Jun 6, 2016
- RAUM · $0 to $8.9MMar 29, 2016 to Jun 6, 2016
- Advisory employees · 1 to 3Nov 10, 2015 to Mar 29, 2016
- Business name · MREM-RC HOLDINGS, LLC to REALTYCLUB INVESTMENT ADVISORS LLCNov 10, 2015 to Mar 29, 2016
- Employees · 3 to 10Nov 10, 2015 to Mar 29, 2016
- Legal name · MREM-RC HOLDINGS, LLC to REALTYCLUB INVESTMENT ADVISORS LLCNov 10, 2015 to Mar 29, 2016
Signals
1 dated events
- Mrem-Rc Holdings, Llc filed its initial SEC registration (Form ADV)Nov 10, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Realtyclub Investment Advisors LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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