Data / Investment advisers / New York / Ramirez Asset Management, Inc.
Ramirez Asset Management, Inc., New York, NY: $12.3 billion AUM, SEC registered investment adviser
Ramirez Asset Management, Inc. is an SEC registered investment adviser with its main office in New York, New York and reports $12.3 billion in regulatory assets under management in its Form ADV filed December 18, 2025. Its clients include state and municipal governments, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management. It advises 5 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 110637
- SEC file number
- 801-69304
- SEC status
- Approved, effective June 23, 2008
- Main office
- 14 East 52nd Street, New York, NY 10022
- Phone
- (212) 248-0500
- Regulatory AUM
- $12,269,846,700 in the Form ADV filed December 18, 2025
- Discretionary AUM
- $12,269,846,700
- Accounts
- 768
- Employees
- 48, of which 21 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Private funds
- 5: 5 hedge funds
- Gross assets of private funds
- $365,901,935
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- December 18, 2025
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 17 | $4.66 billion |
| Corporations or other businesses | 48 | $2.52 billion |
| Charitable organizations | 73 | $1.82 billion |
| Pension and profit sharing plans | 29 | $1.22 billion |
| Insurance companies | 9 | $782.2 million |
| Pooled investment vehicles | 8 | $459.3 million |
| Other investment advisers | 2 | $293.3 million |
| Individuals (other than high net worth individuals) | 442 | $126.8 million |
| High net worth individuals | 43 | $70.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $12.27 billion | December 18, 2025 |
| December 1, 2025 | $12.14 billion | May 27, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| MKP Capital Management, L.L.C. | New York | $12.85 billion | 2 | adviserinfo.sec.gov |
| LS Power Equity Advisors, LLC | New York | $12.64 billion | 9 | adviserinfo.sec.gov |
| Williams Jones Wealth Management, LLC | New York | $12.47 billion | 8 | adviserinfo.sec.gov |
| Royce Investment Partners | New York | $12.41 billion | 1 | adviserinfo.sec.gov |
| Sound Point Clo C-Moa, LLC | New York | $12.34 billion | 24 | adviserinfo.sec.gov |
| Aquiline Management Holdings LP | New York | $12.27 billion | 33 | adviserinfo.sec.gov |
| BSP Clo Management LLC | New York | $12.24 billion | 22 | adviserinfo.sec.gov |
| Gilder Gagnon Howe & Co. LLC | New York | $12.12 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Ramirez Asset Management, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.