SourcingSourcing

REALTERM TRANSPORTATION LLC

C31
CRD 322689·SEC 801-128609·ANNAPOLIS, MD
AUM
$10.87B
$1B+
Est. Revenue
$108.7M
@ 1% on AUM
Est. EBITDA
$32.6M
@ 30% margin
Est. Deal Value
$260.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REALTERM TRANSPORTATION LLC
CRD
322689
SEC file #
801-128609
EIN
—
DBA names
Realterm

Economics

AUM
$10.87B
AUM band
$1B+
AUM trajectory
'25'26
$10.01B → $10.87B▲ +9%
Client mix
Pooled Investment Vehicles16

Operations

Employees (total)
265
Advisory staff (per ADV)
109
Advisory staff (5-yr trend)
'25'26
106 advisors → 109 advisors▲ +3%
Primary office
ANNAPOLIS MD
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
realterm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
REALTERM HOLDINGS, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
22
Control Persons
REALTERM HOLDINGS, LLC
CAMMETT, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
REALTERM.COM
Rdap Domain Creation Date
2000-04-04T22:15:03Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Bny Mellon4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-04T22:15:03Z
Rdap Domain Last Changed
2025-02-03T07:08:24Z
Rdap Nameservers
Ns73.worldnic.comNs74.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (20)

20
CAMMETT, JOHN
Direct Owner · 37.5%
6043799
CODE, KENNETH, S
Direct Owner · 37.5%
6043764
Fordi, Robert
Direct Owner · 37.5%
7739709
BATTIST, AMANDA
Executive Officer · 2.5%
5402407
BRICKLEY, EDWARD, PHILIP
Executive Officer · 2.5%
3094235
Fossati, Alberto, Radice
Executive Officer · 2.5%
7749357
JUDGE, WADE, WILLIAM
Executive Officer · 2.5%
838221
Lados, Balazs
Executive Officer · 2.5%
7749326
LESBURG, PETER, GIDEON
Executive Officer · 2.5%
4556133
Panos, stephen
Executive Officer · 2.5%
7739956
Paquin, Roberta
Executive Officer · 2.5%
7740471
Pickett, Duncan
Executive Officer · 2.5%
7739228
Rose, David
Executive Officer · 2.5%
7740611
ROSENBERG, JASON, SAUL
Executive Officer · 2.5%
2703958
Ryan, Toni
Executive Officer · 2.5%
7759822
Sacks, Aaron
Executive Officer · 2.5%
7739946
SISSON, PAUL, C
Executive Officer · 2.5%
5376611
UNDERWOOD, PAUL
Executive Officer · 2.5%
7749195
van Halder, Bastian
Executive Officer · 2.5%
7759929
Witmer, Grayson
Executive Officer · 2.5%
7745896