RAMSEY QUANTITATIVE SYSTEMS, INC.

RIASEC RegisteredEst. 2015

Total AUM

$691M

Discretionary

$691M

100% of AUM

Avg account

$17.7M

Accounts

39

Employees

20

Advisory reps

2

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

FINTRX

Overview

Ramsey Quantitative Systems, Inc. is a corporate hedge fund and CTA/CPO that registered with the SEC in 2015. The firm serves institutional clients and focuses on managing pooled investment vehicles and selecting other advisers for those vehicles. Its compensation mix combines a percentage-of-AUM fee with performance-based fees. Ramsey Quantitative does not present itself as a capital allocator and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Derivatives100%

Owners & executives

1 of 1

NEIL RAMSEY
CEO & Chief Investment OfficerCRD 1925857

Contacts

1 of 1

ANNE RAMSEY
SecretaryCRD 4650689

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 9

Active vs passive

$92.6M in ETFs

Passive

100%

$92.1M

Active

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%

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Primary office

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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