Investment adviser · CRD 164524
RBF CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
SARASOTA, FL, United States · Form ADV filed Feb 24, 2026
- Regulatory AUM
- $161M Form ADV · Item 5.F
- Client accounts
- 41 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 6 | $152,585,039 | 95.0% |
| High-net-worth individuals | 5 | $5,875,000 | 3.7% |
| Individuals | 7 | $2,109,873 | 1.3% |
Filing source
Form ADV 2053949 · Feb 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 fundsThe 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: Feb 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets
Principal office
3800 S. TAMIAMI TRAIL, SUITE 327SARASOTA, FL, 34239, United States
CRD 164524
Filing source
Form ADV 2053949 · Feb 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.