Firm profile

RESOURCE CAPITAL INVESTMENT CORPORATION

CARLSBAD, CACRD 166722Latest ADV March 30, 2026

Resource Capital Investment Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Carlsbad, CA. Its latest Form ADV filing, dated March 30, 2026, reports $3.7B in regulatory assets under management, 4 employees, and 35 accounts.

Assets Under Management
$3.7B
Employees
4
Offices
--
Total Clients
35
Primary office
CARLSBAD, CA
1910 PALOMAR POINT WAY, SUITE 200, CARLSBAD, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOThomas W. Ulrich

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
35

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.7Bas of March 30, 2026
Discretionary79.2%
$2.9B
79% of total RAUM79.2%
Non-discretionary20.8%
$769M
21% of total RAUM20.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$3.7B
Total Accounts35
10Y AUM Change+$3.2B (+590.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee9:1
10Y Employee Change+1 (+33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.