Ramsey Quantitative Systems, Inc.
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 175257
- Registered since
- June 3, 2015
- Website
- www.rqsi.com
- 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
FINTRXOverview
Ramsey Quantitative Systems, Inc. is structured as a corporation and operates as a hedge fund manager that primarily serves institutional clients. The firm is registered with the SEC (since 2015) and functions as a CPO/CTA, providing portfolio management for pooled investment vehicles and selecting other advisers when appropriate. Its fees combine a percentage-of-AUM component with performance-based fees, consistent with an allocator running pooled hedge fund strategies. The firm does not describe itself as an active ESG investor and is not presented as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives100%
Owners & executives
1 of 1
Neil Ramsey
CEO & Chief Investment OfficerCRD 1925857
Contacts
1 of 1Anne Ramsey
SecretaryCRD 4650689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$92.6M in ETFs
100%
$92.1M
0%
$463K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $89.3M | 137,311 | 96.45% |
Location
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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