Overview
Assets Under Management: $12.3 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 43
Average Client Assets: $1.6 million
Frequently Asked Questions
RAMIREZ ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110637), RAMIREZ ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
RAMIREZ ASSET MANAGEMENT, INC. is headquartered in NEW YORK, NY.
RAMIREZ ASSET MANAGEMENT, INC. serves 43 high-net-worth clients according to their SEC filing dated December 18, 2025. View client details ↓
According to their SEC Form ADV, RAMIREZ ASSET MANAGEMENT, INC. offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
RAMIREZ ASSET MANAGEMENT, INC. manages $12.3 billion in client assets according to their SEC filing dated December 18, 2025.
According to their SEC Form ADV, RAMIREZ ASSET MANAGEMENT, INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.58%
Average Client Assets: $1.6 million
Total Client Accounts: 768
Discretionary Accounts: 768
Regulatory Filings
CRD Number: 110637
Filing ID: 2016403
Last Filing Date: 2025-12-18 15:15:08