Ramsey Hill Asset Management LLC

RIASEC RegisteredEst. 2022

Total AUM

$132M

Discretionary

$132M

100% of AUM

Avg account

$1.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 156768
Registered since: March 23, 2022
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
Fee structure: Percentage of AUM
Client types: HNWI61.96%
Charitable Organizations20.27%
Corporations / Businesses13.38%
Pension & Profit Sharing Plans2.35%
Individuals2.04%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Ramsey Hill Asset Management LLC is an SEC-registered investment adviser organized as a limited liability company and operating with an individual owner. The firm provides discretionary portfolio management across individual and family investors as well as business and institutional clients, and it lists pension consulting among its advisory activities. Fee billing is on a percentage-of-assets-under-management basis. The firm identifies equities — and specifically exchange-traded equities — as its primary allocation preference, and it does not report being an active ESG investor. Investment activity centers on direct, liquid public-market exposure rather than acting as a capital allocator to third-party managers. The firm’s posture is built around active management of client portfolios with a clear tilt toward exchange-traded equities supported by mutual fund holdings for complementary exposure.