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Rwwm, Inc.

● SEC registered since 2008CRD 148221SEC# 801-69561Rocklin, CA
Export (members)
Ranks #2,350 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.3B
Fund GAV
$133.1M
Private funds
1
Employees
8
Accounts
1,473
Location
Rocklin, CA

Rwwm, Inc. assets under management

Rwwm, Inc. is an investment advisory firm registered with the SEC based in Rocklin, CA. The firm has been registered since 2008. It reports $1.3 billion in regulatory assets under management and employs 8 people. Rwwm, Inc. manages 1 private fund with combined gross assets of $133.1 million, including Roseman Wagner Partners, L.P. By regulatory assets, it ranks 2,350 of 5,911 private fund managers.

Rwwm, Inc. private funds

1 funds · $133.1M GAV
FundTypeGross assetsMin.
Roseman Wagner Partners, L.P.Hedge$133.1M

Rwwm, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Aaron John Wagner ControlPresident & Chief Compliance OfficerUnder 5%2008
Roseman Family Trust 12/26/2018MemberUnder 5%2022
Spr 2023 Irrevocable Trust Dtd. 10/02/23 ControlOwner25-50%2023
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Frequently asked questions

How much does Rwwm, Inc. manage?

Rwwm, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Rwwm, Inc. manage?

Rwwm, Inc. manages 1 private funds with combined gross assets of $133.1 million.

How many employees does Rwwm, Inc. have?

Rwwm, Inc. reports 8 employees.

Where is Rwwm, Inc. located?

Rwwm, Inc. is based in Rocklin, CA and has been SEC-registered since 2008.

Does Rwwm, Inc. disclose fund performance?

Rwwm, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4970 Rocklin Road, Suite 200, Rocklin, CA 95677
Phone(916) 652-1525
Office hours8a.m. To 4p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1507683
Discloses disciplinary historyNo

Assets under management

Discretionary$1.3B
Non-discretionary$0
Total (RAUM)$1.3B

Service providers