Rpm Capital Management, LLC

RPM Capital Management, LLC is a registered investment advisor specializing in high yield tax-exempt municipal bonds and dividend-paying equity holdings. Established in June 2012, the firm primarily serves individuals, trusts, foundations, and family offices, requiring a minimum investment of $500,000. Clients' assets are managed on a discretionary basis through two investment strategies: the Bond Program and the Blend Program. RPM Capital Management conducts in-depth due diligence on tax-exempt bonds, aiming to provide cash flow free from federal income tax. Equities are selected based on specific criteria, with a focus on avoiding widely held institutional ownership. The firm charges an annual fee based on total assets under management, with fees debited quarterly. Additional fees may apply for transaction costs and diligence fees related to bond offerings. The firm does not engage in performance-based fees or side-by-side management. RPM Capital Management emphasizes risk factors associated with investments, including political, market, currency, and regulatory risks. The firm does not participate in wrap programs and has approximately $78 million in assets under management as of December 31, 2024. Clients receive regular reports and statements, and the firm does not have custody of client funds beyond fee collection and potential standing letters of authorization for distributions. RPM Capital Management exercises investment discretion and does not vote client securities. The firm's financial condition is stable, with no bankruptcy history in the last ten years.