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| Ransom Advisory Ltd
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|---|---|
| CRD # | 318747 |
| SEC # | 801-123386 |
| CIK # | 0002065136 |
| AUM | 317.9 M (2026-02-26) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 401-601-0185 |
| Address | |
| Source | [IAPD] [EDGAR] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 25.2 | ||
| Microsoft Corp | 22.3 | ||
| Alphabet Inc | 17.5 | ||
| Nvidia Corp | 12.7 | ||
| J P Morgan Chase & Co | 10.1 | ||
| Alphabet Inc | 9.0 | ||
| Goldman Sachs Group Inc | 5.5 | ||
| Amazon Com Inc | 4.3 | ||
| Eaton Corp Ltd | 3.9 | ||
| Home Depot Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 28.1 |
| (b) Individuals (high net worth individuals) | 137 | 269.9 |
| (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 | 5 | 5.6 |
| (h) Charitable organizations | 4 | 13.8 |
| (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 | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 260 | 317.9 |
| By Discretionary | ||
| Discretionary | 260 | 317.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 260 | 317.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 315.8 | |
| Total | 260 | 317.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002065136] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (1 non-US) |
| Serves | Retail |
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