Ruane Cunniff L.P.

RIASEC Registered
Total AUM
$10.5B
Discretionary
$10.5B
100% of AUM
Avg account
$8.7M
Accounts
1,213
Employees
52
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
285971
Registered since
October 18, 2017
Custodians
PERSHING LLC, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Client types
  • HNWI37.36%
  • Investment Companies36%
  • Pension & Profit Sharing Plans17.26%
  • Charitable Organizations6.92%
  • Corporations / Businesses2.46%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ruane Cunniff L.P. is a limited partnership operating as an institutional registered investment adviser; it has been registered with the SEC since 2017. The firm provides discretionary portfolio management across a mix of individual and family clients as well as investment companies and other institutional or business accounts. Compensation is charged on a percentage-of-assets-under-management basis. The firm characterizes itself as a direct manager rather than a capital allocator and does not identify as an active ESG investor.

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: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$1.9M in ETFs

Passive

100%

$1.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$1.1M2,97358.74%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
45 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth