Corona Del Mar, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
RPM Capital Management, LLC
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About
RPM Capital Management offers discretionary portfolio management focused on high-yield tax-exempt municipal bonds and selective dividend-paying equities. Its clients are predominantly individuals and their affiliated trusts, foundations, and family offices, and the firm serves accredited investors.
The firm emphasizes origination, underwriting, and ongoing monitoring of municipal bond investments, supplemented by a selective equity sleeve chosen for dividend characteristics and low institutional ownership. RPM manages accounts mainly on a discretionary basis and provides regular performance and allocation reporting to clients through a BlackDiamond investor portal alongside custodian statements.
Noteworthy aspects include RPM’s active participation in bond origination and in-house due diligence, for which it may receive diligence fees when acting on origination teams—a practice disclosed in the brochure as a potential conflict of interest. The firm is led by a single principal and operates with a small team, concentrating on a niche municipal-bond strategy rather than a broad multi-advisor platform.
Based on RPM Capital Management, LLC
Location
Corona Del Mar CA
Advisors at this office
2
Advisors at this office
Michele N
Series 65
Corona Del Mar, CA
RPM Capital Management, LLC
Michele Newland is a Series 65-licensed advisor at RPM Capital Management, LLC, with nine years of industry experience. She has been with RPM Capital Management since 2012. RPM Capital Management specializes in discretionary portfolio management focused on high-yield tax-exempt municipal bonds and select dividend-paying equities. The firm serves primarily individual clients, their affiliated trusts, foundations, and family offices, emphasizing origination and due diligence within a niche municipal bond strategy.
Paul M
Series 63, Series 65
Corona Del Mar, CA
RPM Capital Management, LLC
Paul Matthews II is a financial advisor with RPM Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RPM since 2012 and also serves as president of 504 Imports & Distribution, a business importing primarily wine for wholesale and retail sales. RPM Capital Management specializes in discretionary portfolio management with a focus on high-yield tax-exempt municipal bonds and selective dividend-paying equities. The firm serves primarily individuals, affiliated trusts, foundations, and family offices, emphasizing bond origination, underwriting, and ongoing monitoring alongside a selective equity sleeve.
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