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RATSON ADVISORY LLC
CRD 330091File 801-129737
APPROVED
Filing as of Feb 5, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.