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 for individuals and families, small businesses, investment companies, and institutional entities. It operates on a percentage-of-AUM fee model and is registered with the SEC (since 2017). The firm identifies as a domestic entity/individual ownership type and files as an investment adviser rather than a pension consultant or capital allocator. It does not describe itself as an active ESG investor and is not classified as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3
Jennifer Rusk
Chief Operating OfficerCRD 5265976
Yau Dun Lee-cotoia
Chief Compliance OfficerCRD 6532968
Patrick Dennis
Chief Financial OfficerCRD 6583737
Contacts
2 of 2
John Harris
Managing PartnerCRD 3271614
Michael Benwitt
General CounselCRD 6046442
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$1.9M in ETFs
100%
$1.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $1.1M | 2,973 | 58.74% |
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
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