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Building 2RATSON ADVISORY LLC

Map pinNEW YORK, NY
Phone917-325-7440
NotebookSEC #801-129737
Total AUM
$2.4B
Employees
2
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 WALL ST
61ST FLOOR - SUITE 18
NEW YORK
NY 10005
United States
Operating Hours
9:00AM-5:00PM
BY APPOINTMENT ONLY
Phone
917-325-7440
Other Offices
1

ReceiptFinancials

Total AUM
$2.4B
Accounts
27
Discretionary
$0
Accounts
0
Non-Discretionary
$2.4B
Accounts
27

ContactClients

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HNW Individual Clients
1
AUM
$3.6M
Banking Clients
1
AUM
$2.2B
Pooled Vehicle Clients
1
AUM
$149.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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