Investment adviser · CRD 341486

IRM MANAGEMENT

Investment adviser filing (IA)

IRM MANAGEMENT LLC

· Form ADV filed Sep 24, 2026

Regulatory AUM
$22.5M
Form ADV · Item 5.F
Client accounts
40
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals12$22,000,00097.6%
IndividualsFewer than 5$537,0002.4%
Filing source

Form ADV 2133687 · Sep 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 24, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

CRD 341486

Filing source

Form ADV 2133687 · Sep 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.