Data / Investment advisers / Maryland / Realterm
Realterm, Annapolis, MD: $10.9 billion AUM, SEC registered investment adviser
Realterm is an SEC registered investment adviser with its main office in Annapolis, Maryland and reports $10.9 billion in regulatory assets under management in its Form ADV filed May 6, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 13 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 322689
- SEC file number
- 801-128609
- SEC status
- Approved, effective August 21, 2023
- Legal name
- Realterm Transportation LLC
- Main office
- 201 West Street, Annapolis, MD 21401
- Phone
- (410) 280-1100
- Website
- realterm.com
- Regulatory AUM
- $10,868,413,000 in the Form ADV filed May 6, 2026
- Discretionary AUM
- $8,779,833,000
- Non discretionary AUM
- $2,088,580,000
- Accounts
- 16
- Employees
- 265, of which 109 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 13: 13 real estate funds
- Gross assets of private funds
- $9,582,905,000
- Other offices
- 16
- Umbrella registration
- 4 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 16 | $10.87 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $10.87 billion | March 30, 2026 |
| December 1, 2025 | $10.01 billion | May 19, 2025 |
Other advisers in Annapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Scarborough Capital Management | Annapolis | $1.64 billion | Not listed | adviserinfo.sec.gov |
| Curio Wealth, LLC | Annapolis | $460.7 million | Not listed | adviserinfo.sec.gov |
| Mre Management, LLC | Annapolis | $458 million | Not listed | adviserinfo.sec.gov |
| Westbourne Investment Advisors Inc. | Annapolis | $448.8 million | Not listed | adviserinfo.sec.gov |
| MDRN Capital | Annapolis | $338.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Annapolis, MD
- Investment advisers in Maryland
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Realterm on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.