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| Ramirez Asset Management Inc
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| |
|---|---|
| CRD # | 110637 |
| SEC # | 801-69304 |
| CIK # | 0001992110 |
| AUM | $9.1 BB (2023-12-19) |
| Employees | 41 (41% Investors, 27% Brokers) |
| Phone | 212-248-0500 |
| Address | 61 Broadway New York, NY 10006 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TSM | 437,370.3 | 24.6 | |
| KB | 13,290.7 | 13.6 | |
| PDD | 79,605.7 | 8.4 | |
| SBLK | 2,574.4 | 8.1 | |
| JBSAY | 7.9 | ||
| HDB | 102,098.4 | 7.5 | |
| MSFT | 1,918,222.4 | 7.5 | |
| ASML | 197,439.9 | 7.3 | |
| ITUB | 42,738.1 | 7.3 | |
| NVDA | 399,550.0 | 7.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 526 | 0.1 |
| (b) Individuals (high net worth individuals) | 66 | 0.1 |
| (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 | 2 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 1.0 |
| (h) Charitable organizations | 66 | 1.4 |
| (i) State or municipal government entities | 21 | 3.8 |
| (j) Other investment advisers | 2 | 0.1 |
| (k) Insurance companies | 6 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.0 |
| (m) Corporations or other businesses not listed above | 87 | 2.0 |
| (n) Other | 4 | 0.2 |
| Total | 892 | 9.1 |
| By Discretionary | ||
| Discretionary | 892 | 9.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 892 | 9.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 9.1 | |
| Total | 892 | 9.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001992110] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Greenhaven Associates Inc
✚
|
NY | 9.6 |
|
Clarfeld Financial Advisors LLC
✚
|
NY | 9.5 |
|
Dolan McEniry Capital Management LLC
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|
IL | 9.5 |
|
Gilder Gagnon Howe & Co LLC
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|
NY | 9.4 |
|
United Planners' Financial Services of America A Limited Partner
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|
AZ | 9.3 |
|
Capital Wealth Planning LLC
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|
FL | 9.2 |
|
Vident Advisory LLC
✚
|
GA | 9.0 |
|
Agincourt Capital Management LLC
✚
|
VA | 9.0 |
|
Gateway Investment Advisers LLC
✚
|
OH | 8.8 |
|
Pyrford International Ltd
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|
8.6 |