Ramirez Asset Management Inc

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Ramirez Asset Management Inc ✚
CRD #	110637
SEC #	801-69304
CIK #	0001992110
AUM	12.27 B (2025-12-18)
Employees	48 (44% Investors, 17% Brokers)
Phone	212-248-0500
Address	14 East 52nd Street New York, NY 10022
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($M)
	Taiwan Semiconductor Manufacturing Co Ltd	51.7
	JBS NV	29.6
	KB Financial Group Inc	24.0
	ITAU Unibanco Holding Sa	19.8
	Cameco Corp	15.6
	Shinhan Financial Group Co Ltd	15.2
	Coca Cola Femsa SAB de CV	14.7
	Cemex SAB de CV	13.0
	Smurfit Westrock Ltd	12.5
	Linde PLC	11.5
View All

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
HF	Ramirez Credit Opportunities Fund IV LP	[2024-02-27]	66.6 M	154.9 M
	Filed 2024-01-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $550,000 · Revenue Decline to Disclose
HF	Ramirez Credit Opportunities Fund III LP	[2020-08-14]	26.0 M	0.0 M
	Filed 2020-06-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
HF	Ramirez Credit Opportunities Fund I-A LP	[2019-08-27]	103.0 M	0.3 M
	Filed 2019-04-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
HF	Ramirez Credit Opportunities Fund II LP	[2019-03-29]	64.0 M	184.0 M
	Filed 2018-08-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
HF	Ramirez Credit Opportunities Fund LP	[2016-09-28]	87.1 M	26.7 M
	Filed 2016-10-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	442	0.1
(b) Individuals (high net worth individuals)	43	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	8	0.5
(g) Pension and profit sharing plans	29	1.2
(h) Charitable organizations	73	1.8
(i) State or municipal government entities	17	4.7
(j) Other investment advisers	2	0.3
(k) Insurance companies	9	0.8
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	48	2.5
(n) Other	6	0.3
Total	768	12.3
By Discretionary
Discretionary	768	12.3
Non-Discretionary	0	0.0
Total	768	12.3
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		12.2
Total	768	12.3

Limited Partners	2011 - 2026
New York City Board of Education Retirement System
New York City Employees' Retirement System
New York State and Local Retirement System
Teachers' Retirement System of the City of New York

Form D Directors	Role	# Filings	# Firms
Marc Lasry	Executive Officer	86	9
Sonia Gardner	Executive Officer	84	8
Avenue Capital Management II LP	Promoter	11	3
Avenue Credit Management II LP	Promoter	1	1
Avenue Credit Opportunities Partners IV LLC	Executive Officer	1	1
Avenue Credit Opportunities Partners LLC	Executive Officer	1	1
Avenue Credit Opportunities Partners III LLC	Executive Officer	1	1
Avenue Credit Opportunities Partners II LLC	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001992110]

Comparable Firms	State	AUM
G10 Capital Limited ✚		13.14 B
Chartwell Investment Partners LLC ✚	PA	12.97 B
Williams Jones Wealth Management LLC ✚	NY	12.47 B
Neuberger Berman Canada ULC ✚		12.39 B
Akre Capital Management LLC ✚	VA	11.82 B
Yacktman Asset Management LP ✚	TX	11.71 B
Gamco Asset Management Inc ✚	CT	11.69 B
Winton Capital Management Ltd ✚		11.67 B
Cullen Capital Management LLC ✚	NY	11.58 B
Apollon Wealth Management LLC ✚	SC	11.56 B

Assets, Funds, Holdings