|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Ram Investment Partners LLC
✚
|
|
|---|---|
| CRD # | 161077 |
| SEC # | 801-73301 |
| CIK # | 0001989672 |
| AUM | $964.4 M (2025-03-29) |
| Employees | 19 (74% Investors, 0% Brokers) |
| Phone | 425-467-1011 |
| Address | 10655 NE 4th Street Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 55.6 | ||
| Amazon Com Inc | 11.1 | ||
| Nvidia Corp | 8.0 | ||
| Costco Wholesale Corp /NEW | 7.8 | ||
| Apple Inc | 4.4 | ||
| Alphabet Inc | 2.8 | ||
| Facebook Inc | 2.0 | ||
| Alphabet Inc | 1.7 | ||
| Paccar Inc | 1.5 | ||
| Broadcom Inc | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 295 | 150.6 |
| (b) Individuals (high net worth individuals) | 282 | 813.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,477 | 964.4 |
| By Discretionary | ||
| Discretionary | 1,939 | 766.1 |
| Non-Discretionary | 538 | 198.3 |
| Total | 2,477 | 964.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 964.4 | |
| Total | 2,477 | 964.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001989672] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kaiser Partner Financial Advisors Ltd
✚
|
1.0 | |
|
Accel Wealth Management LLC
✚
|
IA | 1.0 |
|
Crewcial Partners LLC
✚
|
NY | 1.0 |
|
Fountainhead AM LLC
✚
|
NJ | 1.0 |
|
Great Lakes Retirement Inc
✚
|
OH | 1.0 |
|
Lucid Advisors Inc
✚
|
WA | 1.0 |
|
First Affirmative Financial Network LLC
✚
|
CO | 1.0 |
|
Financial Advisors Network Inc
✚
|
CA | 1.0 |
|
The Joseph Group LLC
✚
|
OH | 0.9 |
|
Manchester Financial Inc
✚
|
CA | 0.9 |