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RAMSDELL CAPITAL MANAGEMENT, LLC
CRD 134297
580 CALIFORNIA STREET, SUITE 1200, SAN FRANCISCO, CA, 94104, United States
Phone
415-568-2200
Fax
415-568-2104
Registration
— (—)
Source
State registered
Total AUM
$109.2M
Discretionary AUM
$100.1M
Team
1 total employees; 1 advisory reps; 92 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; HOURLY CHARGES FOR PLANNING/PROJECTS
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $1.1M |
| High net worth individuals | 75 | $99.0M |
| Corporations/business entities | 5 | $9.1M |
All web addresses on file
Official SEC filing: View on IAPD