Ramsey Quantitative Systems, Inc.

RIASEC RegisteredEst. 2015
Total AUM
$691M
Discretionary
$691M
100% of AUM
Avg account
$17.7M
Accounts
39
Employees
20
Advisory reps
2

Firm details

Headquarters
Louisville, Kentucky
CRD number
175257
Registered since
June 3, 2015
Custodians
SG AMERICAS SECURITIES, LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles77.62%
  • Other22.38%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Ramsey Quantitative Systems, Inc. is a hedge fund manager and registered commodity pool operator/commodity trading adviser that first registered with the SEC in 2015. The firm serves institutional clients and runs pooled investment vehicles; its advisory duties include portfolio management for those vehicles and selection of other advisers. Compensation is a blend of asset-based and performance-linked fees, consistent with an actively managed hedge fund/CTA model. Strategy and vehicle choice emphasize liquid, instrument-driven exposure rather than direct securities-only mandates. The firm is organized as a corporation with domestic ownership and is not positioned as an ESG-focused or multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Derivatives 100%100%
  • Derivatives100%

Owners & executives

1 of 1
  • Neil Ramsey

    Neil Ramsey

    CEO & Chief Investment OfficerCRD 1925857

Contacts

1 of 1
  • Anne Ramsey

    SecretaryCRD 4650689

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 17

Active vs passive

$103M in ETFs

Passive

100%

$103M

Active

<1%

$206K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$94.9M127,04391.98%

Location

Primary office

Louisville, KY

Jefferson

Location

Louisville, KY

Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.

Metro area
Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
Region
South
County
Jefferson
Address
1515 Ormsby Station Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth