FI  RMS Investment Group nts/

     Office Locations:

3401 Tuttle Road , Suite 350
Shaker Heights, OH 44122



  • Early
  • Middle Market



  • Business Services
  • Information Technology
  • Manufacturing & Industrial
  • Real Estate & Construction
  • Transportation & Distribution



    RMS is the Family office for the Ratner, Miller and Shafran Families. Currently, the office oversees 63 direct decedents and manages nearly $1.2 Billion of assets. RMS serives as the Family Office for the founding families of Forest City Realty Trust (NYSE: FCE.A), a real estate investment trust headquartered in Cleveland, Ohio. Forest City owns, develops, manages, and acquires real estate across the U.S. RMS owns and operates the Van Aken District in Shaker Heights, Ohio. RMS provides comprehensive in-house services and expertise with respect to Investments, Accounting, Tax, Legal, and Real Estate. The firm operates in several key investment verticals (i.e. portfolios) including but not limited to: i) a managed or 'strategic' cash portfolio targeting an enhanced yield on cash-related assets, ii) a 'Liquid' or 'Marketable' investment portfolio strategically allocated across 10 primary asset classes investments include positions in 'active' and 'passive' strategies with a heavy concentration in Long-Equity and Hedge Fund strategies, iii) an 'Illiquid' or 'Private' investment portfolio committed across Private Equity, Venture Capital, Special Situation, Mezzanine, and Real Estate Funds, iv) a 'Direct' and 'Co-Investment' portfolio invested directly in privately-held companies of varying stages, industries, sectors, and geographies; and v) various 'Trading' oriented portfolios focused on a number of opportunistic and/or thematic positions targeted to capitalize on various company or industry specific catalysts.

    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Bruce Geier CEO
    Erik Garlitz Chief Investment Officer
    Luke Palmisano President


    Portfolio companies include:

      Van Aken District


    Recent News: