MASTERS RESEARCH PARTNERS LLC

Adviser information for MASTERS RESEARCH PARTNERS LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-75325
SEC ERA File Number 802-75325
SEC CIK Numbers None
SEC CRD Numbers 163260
Legal Entity Identifier None

Principal Office

2080 NW BOCA RATON BLVD
SUITE 2
BOCA RATON
FL
United States
Monday - Friday, 9:00 A.M. - 5:30 P.M.
Tel: (561) 287-4650, Fax: None

Chief Compliance Officer

None

Industry Affiliates

F.M.B. MANAGEMENT INC. Other investment adviser, including financial planners
MASTERS RESEARCH PARTNERS, INC. Sponsor, GP, manager of pooled investment vehicles
ROCMAN INC. Sponsor, GP, manager of pooled investment vehicles
RUBIN & ASSOCIATES CPA FIRM, P.A. Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
MASTERS RESEARCH PARTNERS, L.P. Hedge Fund $44.2M $0.5M 39

Control Persons

Name Type Entity Title Since Ownership
RUBIN, GARY Individual MANAGING MEMBER 03/2000 25-50%
FRIEDLAND, DAVID, ROCCI Individual ROCMAN INC. OWNER 01/2018 50-75%
KAY, GARY, LEWIS Individual MANAGING MEMBER 03/2000 25-50%
ROCMAN INC. Domestic Entity MANAGING MEMBER 01/2019 10-25%
METZ, CHERISE, MANDY Individual ROCMAN INC. OWNER 01/2018 50-75%

No. Employees, Historic

0002020202120222023202420250 on 2/19/20200 on 3/16/20210 on 3/1/20220 on 2/24/20230 on 3/25/2024