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RGM Capital

RGM Capital

Naples, Floridargmcapital.com

Overview

RGM Capital, LLC was founded in 2003 and employs a value-oriented investment approach to secular growth companies with a focus on publicly traded equities . The Adviser provides advice to client accounts based on specific investment objectives and strategies. The Adviser does not tailor advisory services to the individual needs of clients . RGM Capital manages a concentrated portfolio of approximately 20 high-quality businesses with solid balance sheets, recurring revenue, and resilient cash flows. They take a private equity-like and active mindset during their investment holding period of at least 3-5 years .

Year Founded

2003

AUM

$2.9B

Portfolio Companies

1

Investments

RGM Capital investments
CompanyDateStageLead
MedalliaFeb 2019Series F-

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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Firmographic Details

HeadquartersNaples, Florida
Year Founded2003
AUM$2.9B

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