Ravenwood Capital Management, LLC

Overview

Ravenwood Capital Management, LLC is a small, owner-operated investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not present itself as an active ESG investor. Its structure and client mix suggest a hands-on, client-centric approach rather than institutional-scale product distribution. With a clear tilt toward equities, the adviser appears to build portfolios around exchange-traded instruments and third-party pooled vehicles where appropriate, while keeping manager allocations limited and targeted given its scale. Ravenwood is not registered as a multi-state adviser and is classified as an individual-owned LLC. It is not positioned as a capital allocator or pension consultant; instead its primary business activity is managing portfolios for private clients. The firm reports non-discretionary arrangement for the assets it manages, which implies client involvement in trade approvals or constrained mandates.

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Public Holdings

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Location & Offices