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Relativity Management, LLC (Arlington)


Relativity Management, LLC is an adviser based in Arlington. It manages $37.84 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Michigan, New York, and Virginia.

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Relativity Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Relativity Management: assets under management

The assets under management (AUM) of Relativity Management, LLC is $37.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.92 million each.
Relativity Management has custody of $29.54 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Relativity Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Joyce Carol Johnson Miller Managing member 1 Apr 2007 50% - 75% 2330357
Leslie L. Armitrage Managing member 1 Apr 2007 50% - 75% 6019661

Based in Arlington

The principal office where Relativity Management, LLC performs its advisory services is located at 1300 North 17 Th Street, Arlington, VA 22209 3811, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-812-3020 or by fax 703-812-3830. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.relativitycapitalllc.com.


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