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RATSON ADVISORY LLC
CRD 330091File 801-129737
APPROVED
Filing as of Feb 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.39B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $2.39B
Clients
1
27 accounts
Employees
2
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 22, 2024
- Principal office
- 40 WALL ST, 61ST FLOOR - SUITE 18, NEW YORK, NY, 10005
- Phone
- 917-325-7440
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.39B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $2.39B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 27
- Total accounts
- 27
- AUM per client
- $2.39B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $3.6M |
| Pooled investment vehicles | 1 | $149.3M |
| Banking or thrift institutions | Fewer than 5 | $2.24B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 1 | 2 | increased by1 |
| Mar 1, 2026 | AUM | $85,482,252 | $2,388,380,041 | increased by$2,302,897,789 |
| Mar 1, 2026 | Accounts | 3 | 27 | increased by24 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RATSON ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RATSON ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
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.