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RAMIREZ ASSET MANAGEMENT, INC.
CRD 110637File 801-69304
APPROVED
Retail clients
Custody
Filing as of Dec 18, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$12.27B
Top 10% of cohort (national)
Discretionary AUM
$12.27B
Clients
671
768 accounts
Employees
48
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 23, 2008
- Principal office
- 14 EAST 52ND STREET, NEW YORK, NY, 10022
- Phone
- 212-248-0500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.27B
- Discretionary AUM
- $12.27B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 768
- Non-discretionary accounts
- 0
- Total accounts
- 768
- AUM per client
- $18.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 48 | $2.52B |
| Insurance companies | 9 | $782.2M |
| Charitable organizations | 73 | $1.82B |
| Other investment advisers | Fewer than 5 | $293.3M |
| High net worth individuals | 43 | $70.7M |
| Pooled investment vehicles | 8 | $459.3M |
| Pension and profit sharing plans | 29 | $1.22B |
| State or municipal government entities | 17 | $4.66B |
| Individuals (other than high net worth individuals) | 442 | $126.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 677 | 671 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.