Rgm Capital, LLC

RGM Capital, LLC is an investment adviser based in Naples, Florida, established in March 2003 and registered with the SEC since February 2006. The firm primarily serves private pooled investment vehicles and institutional investors, managing approximately $3.0 billion in client assets as of December 31, 2024, all on a discretionary basis. Clients are typically charged a 1.0% annual investment management fee based on assets under management, with fees prorated for new accounts or additions. Performance-based allocations may also apply to certain clients, generally at 20% of net profits. The firm's investment strategies include Buy and Hold, Equity, and Fundamental Value, focusing on small to mid-cap public companies in various sectors. Clients must maintain a minimum account size of $50,000,000 for separately managed accounts, with minimum investment amounts for pooled investment vehicles disclosed in offering memoranda. The firm's brokerage practices prioritize best execution and soft dollars for research and brokerage services. The Adviser exercises investment discretion for clients, with allocations based on factors like investment objectives, risk profiles, and account size. The firm also engages in proxy voting on behalf of clients, ensuring votes are in their best interests.