← Tributary

RGM CAPITAL, LLC

NAPLES, FL · CRD 136634 · IAPD ↗ · rgmcapital.com · 239-593-1280

$2.60BRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
July 2026 — RGM CAPITAL, LLC (NAPLES, FL) left the SEC roster (was $2.60B RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
April 2024 — RGM CAPITAL, LLC reported RAUM up 29% ($2.24B -> $2.89B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.