RYAN ALM ADVISERS, LLC
Adviser information for RYAN ALM ADVISERS, LLC last updated from Form ADV on January 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $120.4M |
| Non-Discretionary | 3 | $1.8B |
| Total | 5 | $1.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.9B |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $1.5M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-64714 |
|---|---|
| SEC ERA File Number | 801-64714 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 135781 |
| Legal Entity Identifier | None |
Principal Office
500 OCEAN TRAIL WAYUNIT 410
JUPITER
FL
United States
Monday - Friday, 8:30 - 5:30
Tel: 561-656-2014, Fax: 561-656-2097
Websites
Chief Compliance Officer
RONALD J. RYAN
CEO
500 OCEAN TRAIL WAY - UNIT 410
UNIT 410
JUPITER
FL
United States
Tel:
561-656-2014
Fax:
561-656-2097
R****@**********M
(Full email address available in API data)
Regulatory Contact
RUSS KAMP
MANAGING DIRECTOR
34 THIRD STREET
MIDLAND PARK
NJ
United States
Tel:
201-675-8797
R****@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RYAN ALM, INC. | Domestic Entity | – | PARENT | 05/2005 | > 75% |
| RYAN, RONALD, JOSEPH | Individual | – | CCO, CHIEF COMPLIANCE OFFICER | 05/2005 | 5-10% |
| MONTEAGUDO, MARTHA, CARIDAD | Individual | – | HEAD ASSET MANAGEMENT MODELS | 06/2004 | 5-10% |
| KAMP, RUSSELL, DAVID | Individual | – | MANAGING DIRECTOR | 08/2019 | < 5% |
| DEVITO, STEVEN, WILLIAM | Individual | – | HEAD BOND TRADER | 04/2018 | < 5% |