Ramirez Asset Management, Inc.

RIASEC RegisteredEst. 2008

Total AUM

$12.3B

Discretionary

$12.3B

100% of AUM

Avg account

$16M

Accounts

768

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 110637
Registered since: June 23, 2008
Website: www.ramirezam.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, U.S. BANK, N.A., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: State / Municipal Government38.02%
Corporations / Businesses20.55%
Charitable Organizations14.86%
Pension & Profit Sharing Plans9.93%
Insurance Companies6.37%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ramirez Asset Management, Inc. is a privately held corporation registered with the SEC since 2008 that operates as a hedge fund manager serving both individual/family clients and institutional investors. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management across retail clients, pooled investment vehicles, and business or institutional mandates. It is not positioned as an ESG-active adviser, does not identify as a multi-state adviser, and is not a pension consultant. Regulatory and operational roles include acting as a broker-dealer, a registered municipal advisor, and serving as sponsor/GP/managing member for pooled investment vehicles. That combination reflects a mix of advisory and sponsor responsibilities rather than a pure allocator or family office model.