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RAMIREZ ASSET MANAGEMENT, INC.
CRD 110637 · SEC 801-69304
14 EAST 52ND STREET, NEW YORK, NY, 10022, United States
Phone
212-248-0500
Fax
212-214-0972
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.27B
Discretionary AUM
$12.27B
Team
48 total employees; 21 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-12-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 442 | $126.8M |
| High net worth individuals | 43 | $70.7M |
| Pooled investment vehicles | 8 | $459.3M |
| Pension/profit sharing plans | 29 | $1.22B |
| Charitable organizations | 73 | $1.82B |
| State/municipal entities | 17 | $4.66B |
| Other investment advisers | 2 | $293.3M |
| Insurance companies | 9 | $782.2M |
| Corporations/business entities | 48 | $2.52B |
States served
CA, CO, DC, GA, IL, LA, MD, MA, MI, MN, NE, NJ, NY, NC, OH, PA, PR, SC, TN, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD