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| Ransom Advisory Ltd
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|---|---|
| CRD # | 318747 |
| SEC # | 801-123386 |
| CIK # | 0002065136 |
| AUM | $265.5 M (2025-07-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 401-601-0185 |
| Address | 326 Taber Ave Providence, RI 02906 |
| Source | [IAPD] [EDGAR] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 23.6 | ||
| Apple Inc | 19.5 | ||
| Nvidia Corp | 11.5 | ||
| Alphabet Inc | 10.3 | ||
| J P Morgan Chase & Co | 9.3 | ||
| Alphabet Inc | 5.5 | ||
| Goldman Sachs Group Inc | 4.5 | ||
| Eaton Corp Ltd | 4.4 | ||
| Amazon Com Inc | 4.0 | ||
| Home Depot Inc | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 28.6 |
| (b) Individuals (high net worth individuals) | 68 | 216.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.4 |
| (h) Charitable organizations | 5 | 16.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 267 | 265.5 |
| By Discretionary | ||
| Discretionary | 267 | 265.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 267 | 265.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 262.8 | |
| Total | 267 | 265.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002065136] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Unconventional Investor LLC
✚
|
0.3 | |
|
Tradewell Securities LLC
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|
IN | 0.3 |
|
Professional Financial Management Inc
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MT | 0.3 |
|
The Yanker Group Inc
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MO | 0.3 |
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Clientfirst Wealth Management LLC
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AR | 0.3 |
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New England Research & Management Inc
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IL | 0.3 |
|
Wilson & Boucher Capital Management LLC
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|
0.3 | |
|
Baugh & Associates LLC
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|
GA | 0.3 |
|
Lester Financial Group LLC
✚
|
IL | 0.3 |
|
Thoma Capital Management LLC
✚
|
MD | 0.3 |