RUANE CUNNIFF L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 285971
- Registered since
- October 18, 2017
- Website
- www.ruanecunniff.com
- Custodians
- PERSHING LLC, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- HNWI37.36%
- Investment Companies36%
- Pension & Profit Sharing Plans17.26%
- Charitable Organizations6.92%
- Corporations / Businesses2.46%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ruane Cunniff L.P. is a limited partnership that provides portfolio management to individuals, small businesses, investment companies and institutional clients. The firm charges fees based on a percentage of assets under management and is not structured as a multi-state or newly formed adviser. Its regulatory registration dates back several years, and it does not present itself as an ESG-focused manager, pension consultant, or affiliated/related adviser. The business model centers on discretionary portfolio management rather than acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4JENNIFER Rusk
Chief Operating OfficerCRD 5265976
YAU DUN LEE-COTOIA
Chief Compliance OfficerCRD 6532968
Patrick Dennis
Chief Financial OfficerCRD 6583737
Contacts
1 of 1JOHN HARRIS
Managing PartnerCRD 3271614
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$1.3M in ETFs
100%
$1.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $882K | 2,748 | 65.91% |
Location
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
- 45 Rockefeller Plz
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC
RIANew York, NY
JUNTO CAPITAL MANAGEMENT LP
RIANew York, NY
BLACKSTONE GROWTH ADVISORS L.L.C.
RIANew York, NY
MAGNITUDE CAPITAL, LLC
RIANew York, NY
ROCKWOOD CAPITAL, LLC
RIANew York, NY
PINNACLE ASSOCIATES, LTD.
RIANew York, NY