Investment adviser · CRD 127140

ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.

Investment adviser filing (IA)

SUGAR LAND, TX, United States · Form ADV filed Mar 27, 2026

Regulatory AUM
$23.5M
Form ADV · Item 5.F
Client accounts
5
Accounts, not individual clients
Employees
4
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
Pooled investment vehicles2$23,529,420100.0%
Filing source

Form ADV 2085889 · Mar 27, 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

4 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.

RM DOMESTIC PARTNERS, L.P.Hedge Fund · Last reported Mar 27, 2026$12.3MGross asset value

Form D fundraising filings

RM Domestic Partners, LP

Fund administrator APEX GROUP LTD. PORTLAND, Maine, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHEN & COMPANY, LTD. HUNT VALLEY, Maryland, United States
Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

COHEN & COMPANY, LTD.
PCAOB 925

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-3093356699
Reported beneficial owners
33
Minimum commitment
$500K
Form D file number
021-179865

Form ADV 2085889 · Mar 27, 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.

RM DOMESTIC PARTNERS III, L.P.Hedge Fund · Last reported Mar 27, 2026$11.3MGross asset value

Form D fundraising filings

RM Domestic Partners III, LP

Fund administrator APEX GROUP LTD. PORTLAND, Maine, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHEN & COMPANY, LTD. HUNT VALLEY, Maryland, United States
Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

COHEN & COMPANY, LTD.
PCAOB 925

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-4104574598
Reported beneficial owners
26
Minimum commitment
$500K
Form D file number
021-179867

Form ADV 2085889 · Mar 27, 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.

RM DOMESTIC PARTNERS II, L.P.Hedge Fund · Last reported Mar 20, 2024$21MGross asset value

Form D fundraising filings

RM Domestic Partners II, LP

Fund administrator APEX PORTLAND, Maine, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHEN & COMPANY, LTD. HUNT VALLEY, Maryland, United States
Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No
Custodian WELLS FARGO SECURITIES, LLC CHARLOTTE, North Carolina, United States Related to adviser: No
Prime broker WELLS FARGO SECURITIES, LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

COHEN & COMPANY, LTD.
PCAOB 925

CHARLES SCHWAB & CO., INC.
SEC 8-16514

WELLS FARGO SECURITIES, LLC
SEC 8-65876

WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876

Fund details & source
Fund ID
805-7314666786
Reported beneficial owners
3
Minimum commitment
$500K
Form D file number
021-407150

Form ADV 1838675 · Mar 20, 2024 · 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.

RM DOMESTIC PARTNERS II, L.P.Hedge Fund · Last reported Jun 26, 2019$7.56MGross asset value
Fund administrator ALPS ALTERNATIVE INVESTMENT SERVICES, LLC. DENVER, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHEN & COMPANY, LTD. HUNT VALLEY, Maryland, United States
Custodian TD AMERITRADE, INC. OMAHA, Nebraska, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

COHEN & COMPANY, LTD.
PCAOB 925

TD AMERITRADE, INC.
SEC 8-23395

Fund details & source
Fund ID
805-3856992213
Reported beneficial owners
37
Minimum commitment
$500K
Form D file number
021-179866

Form ADV 1330570 · Jun 26, 2019 · 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 27, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

TOWN CENTER, 2245 TEXAS DRIVE, SUITE 300
SUGAR LAND, TX, 77479, United States

CRD 127140

Filing source

Form ADV 2085889 · Mar 27, 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.