Clients
Realterm Transportation serves 16 clients. The average client has about $679 million with the firm.
- Pooled investment vehicles16 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 16 | $10,868,413,000 | 100.0% | $679.3M |
| Total | 16 | $10,868,413,000 | 100% | $679.3M |
- Clients
- 16
- Regulatory AUM
- $10,868,413,000
- Share
- 100.0%
- Avg. per client
- $679.3M
Total
- Clients
- 16
- Regulatory AUM
- $10,868,413,000
- Share
- 100%
- Avg. per client
- $679.3M
What it does
Realterm Transportation provides portfolio management for pooled vehicles and other activities. It is paid through a percentage of assets, performance-based fees and other arrangements.
Realterm Transportation provided financial planning to 0 clients last fiscal year and advises 13 private funds.
80.8% of assets ($8.78B across 15 accounts) are managed with discretion; $2.09B across 1 account is not. 31% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Realterm Transportation has custody of client assets.
- All other custodians$10.87B100%
Ownership and leadership
Realterm Holdings, LLC owns 50% to 75% of Realterm Transportation, and Robert Fordi is its CEO.
- Owns 50% to 75% of Realterm Transportation LLC
Realterm Holdings, LLC
Control person · since March 2019
- Owns 25% to 50% of Realterm Transportation LLC
Robert Fordi
Control person · since July 1999
- Owns 25% to 50% of Realterm Transportation LLC
Kenneth Code
Control person · since April 1991
- Owns 25% to 50% of Realterm Transportation LLC
John Cammett
Control person · since April 1991
- Owns 25% to 50% of Realterm Transportation LLC
RF Investco, LLC
Control person · since August 2013
Leadership
- Robert FordiChief Executive Officer and Chief Investment Officer
- Wade JudgeExecutive Vice President
- Duncan PickettPresident and Chief Operating Officer
- Amanda BattistChief Financial Officer Europe
- Roberta PaquinChief Financial Officer North America, and Global Accounting Officer
- Jason RosenbergChief Compliance Officer
- Edward BrickleyManaging Director and Fund Manager RLF Series
- John CammettCo-Chairman and Founder
- Kenneth CodeCo-Chairman and Founder
- Alberto FossatiManaging Director and Fund Manager Relif
- Balazs LadosManaging Director and Fund Manager Relf
- Peter LesburgManaging Director Capital Markets
- stephen PanosManaging Director and Fund Manager Rlif
- David RoseManaging Director and Fund Manager Ralp
- Toni RyanFund Manager, Apac
- Aaron SacksManaging Director and General Counsel
- Paul SissonManaging Director and Head of Credit Solutions
- Paul UnderwoodSenior Managing Director, Fund Management
- Bastian van HalderManaging Director, Apac
- Grayson WitmerManaging Director Corporate Development
Staff
- 265 employees
- 109 in advisory functions
Fees
Realterm Transportation is paid through a percentage of assets under management, performance-based fees and other.
Realterm Transportation’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Realterm Transportation has 16 offices, with 9 listed addresses across 7 states.
Maryland · 2 listed addresses
- 201 West Street, AnnapolisHQ
- 1407 Fleet Street, Baltimore
Texas · 2 listed addresses
- 19115 Lee Road, Humble
- 2417 N Support Road, Dallas
California · 1 listed address
- 360 N Pacific Coast Highway, El Segundo
District of Columbia · 1 listed address
- 1101 16th Street NW, Washington
Florida · 1 listed address
- 610 SW 34th Street, FT Lauderdale
Illinois · 1 listed address
- 333 W Wacker Drive, Chicago
New York · 1 listed address
- One Penn Plaza, New York
Registration details
- Legal name
- Realterm Transportation LLC
- Headquarters
- 201 West Street, Annapolis, MD 21401
- Phone
- 410-280-1100
- Website
- www.realterm.com
- SEC file
- 801-128609
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Realterm Transportation have?
Realterm Transportation has 16 clients and manages $10.9 billion for them, as of May 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 May 2026
What services does Realterm Transportation offer?
Realterm Transportation provides portfolio management for pooled vehicles and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Realterm Transportation have?
Realterm Transportation has 0 investment adviser representatives registered with state securities authorities, out of 265 employees, and 109 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Realterm Transportation?
Realterm Transportation’s direct owners are Robert Fordi (25% to 50%), Kenneth Code (25% to 50%), John Cammett (25% to 50%), Realterm Holdings, LLC (50% to 75%) and RF Investco, LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 May 2026
How does Realterm Transportation get paid?
Realterm Transportation is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file