← Directory
REALTERM
Legal name: REALTERM TRANSPORTATION LLC
CRD 322689File 801-128609
APPROVED
Custody
Filing as of May 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.87B
Top 10% of cohort (national)
Discretionary AUM
$8.78B
Non-discretionary $2.09B
Clients
16
16 accounts
Employees
265
Top 10% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 21, 2023
- Principal office
- 201 WEST STREET, ANNAPOLIS, MD, 21401
- Phone
- 410-280-1100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.87B
- Discretionary AUM
- $8.78B
- Non-discretionary AUM
- $2.09B
- Discretionary accounts
- 15
- Non-discretionary accounts
- 1
- Total accounts
- 16
- AUM per client
- $679.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 16 | $10.87B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.