RAM REALTY ADVISORS LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$268M
Accounts
8
Employees
54
Advisory reps
9

Firm details

Headquarters
PALM BEACH GARDENS, Florida
CRD number
160238
Registered since
March 22, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

RAM Realty Advisors LLC is a privately held real estate fund adviser that registered with the SEC in 2012 and operates as a limited liability company. The firm focuses on managing pooled investment vehicles for institutional clients and serves as sponsor, general partner and managing member for those vehicles. Its compensation mixes asset-based fees with performance-based fees. RAM Realty Advisors is not described as an active ESG investor, does not operate as a multi-state adviser, and does not act as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • KEITH CUMMINGS

    Chief Executive OfficerCRD 6019018

  • KEVIN BARLAS

    Chief Investment OfficerCRD 5028002

  • BRIANNA ELLIS

    Chief Financial OfficerCRD 6018404

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Contacts

3 of 5
  • JAMES STINE

    President & PrincipalCRD 6019090

  • KAREN GELLER

    EVP, General CounselCRD 6019092

  • DAVID KLEPSER

    Managing DirectorCRD 2516713

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALM BEACH GARDENS, FL

PALM BEACH

Location

PALM BEACH GARDENS, FL

Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
4801 Pga Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth