Investment adviser · CRD 130791
RESOURCE MANAGEMENT SERVICE, LLC
Investment adviser filing (IA)
BIRMINGHAM, AL, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $5.92B Form ADV · Item 5.F
- Client accounts
- 14 Accounts, not individual clients
- Employees
- 149 Reported in this filing
- Advisory professionals
- 13 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 | Fewer than 5 | $4,054,130,000 | 68.5% |
| Pooled investment vehicles | 5 | $1,540,880,000 | 26.1% |
| Other investment advisers | Fewer than 5 | $247,330,000 | 4.2% |
| Other clients | Fewer than 5 | $72,700,000 | 1.2% |
Filing source
Form ADV 2076542 · Mar 31, 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
9 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.
RMS EVERGREEN US FORESTLAND FUND, LPOther Private Fund · Last reported Mar 31, 2026$1.28BGross asset value
Form D fundraising filings
RMS Evergreen US Forestland Fund LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
RSM US LLP
PCAOB 49
CRITO CAPITAL LLC
CRD 161724
Fund details & source
- Fund ID
- 805-9353661121
- Reported beneficial owners
- 19
- Minimum commitment
- $5M
- Form D file number
- 021-568167
Form ADV 2076542 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RMS FOREST GROWTH III, L.P.Real Estate Fund · Last reported Mar 31, 2026$137MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-8536692213
- Reported beneficial owners
- 9
- Minimum commitment
- $5M
- Form D file number
- 021-176422
Form ADV 2076542 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RMS FOREST GROWTH BRAZIL, LPReal Estate Fund · Last reported Mar 31, 2026$53.1MGross asset value
Form D fundraising filings
RMS Forest Growth Brazil, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-3022363564
- Reported beneficial owners
- 1
- Minimum commitment
- $5M
- Form D file number
- 021-199849
Form ADV 2076542 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RMS FOREST GROWTH INTERNATIONAL, L.P.Real Estate Fund · Last reported Mar 31, 2026$40.6MGross asset value
Form D fundraising filings
RMS Forest Growth International, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-8874467293
- Reported beneficial owners
- 4
- Minimum commitment
- $10M
- Form D file number
- 021-197268
Form ADV 2076542 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RMS FOREST GROWTH III-B, L.P.Real Estate Fund · Last reported Mar 31, 2026$28.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-2916359736
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 2076542 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RMS OPPORTUNITY FUND I, LPReal Estate Fund · Last reported Apr 17, 2018$402MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-4565768579
- Reported beneficial owners
- 12
- Minimum commitment
- $25M
- Form D file number
- 021-89519
Form ADV 1210024 · Apr 17, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RMS FOREST GROWTH II, LPReal Estate Fund · Last reported Apr 17, 2018$112MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-4863441704
- Reported beneficial owners
- 5
- Minimum commitment
- $5M
- Form D file number
- 021-64775
Form ADV 1210024 · Apr 17, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
31 INVERNESS CENTER PARKWAY, SUITE 200BIRMINGHAM, AL, 35242, United States
CRD 130791
Filing source
Form ADV 2076542 · Mar 31, 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.