Ramp Advisory LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 342371
- Registered since
- June 22, 2026
- Website
- ramp.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ramp Advisory LLC is organized as a limited liability company and positions itself as an institutional RIA focused on portfolio management for businesses and institutions. The firm registered with the SEC in 2026 and is described as a newly formed adviser. Ownership is indicated as a combination of a domestic entity and an individual. Ramp Advisory charges fees as a percentage of assets under management and reports that it is not an active ESG investor, not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Daniel Garcia
Principal Compliance AdministratorCRD 5847982
Karl Yang
Product ManagementCRD 8339942
Dan Rogers
CRD 8339943
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 28 W 23rd St
- Time zone
- ET (UTC-5)
- Office locations
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