RAMIREZ ASSET MANAGEMENT, INC.

RIASEC RegisteredEst. 2008

Total AUM

$12.3B

Discretionary

$12.3B

100% of AUM

Avg account

$16M

Accounts

768

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 110637
Registered since: June 23, 2008
Website: www.ramirezam.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, U.S. BANK, N.A., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: State / Municipal Government38.02%
Corporations / Businesses20.55%
Charitable Organizations14.86%
Pension & Profit Sharing Plans9.93%
Insurance Companies6.37%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ramirez Asset Management, Inc. is a SEC-registered investment adviser (registered in 2008) organized as a corporation and classified in the dataset as a hedge fund. The firm manages assets for both individual/family clients and institutional investors and charges fees based on a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutions. Beyond advisory work, Ramirez Asset Management, Inc. carries additional industry roles: the firm has been identified with broker–dealer activity, is a registered municipal advisor, and serves as a sponsor, general partner or managing member for pooled investment vehicles. The firm is not identified as an active ESG investor.