RAM REALTY ADVISORS LLC

Adviser information for RAM REALTY ADVISORS LLC last updated from Form ADV on March 29th, 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 50
Investment Advisory/Research 31
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 7 $1.2B
Non-Discretionary 0 $0
Total 7 $1.2B

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 7 $1.2B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
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 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-74464
SEC ERA File Number 801-74464
SEC CIK Numbers None
SEC CRD Numbers 160238
Legal Entity Identifier None

Principal Office

4801 PGA BOULEVARD
PALM BEACH GARDENS
FL
United States
Monday - Friday, 8:30AM - 5:30PM
Tel: 561-282-4600, Fax: 561-630-6717

Chief Compliance Officer

KAREN GELLER
EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL
4801 PGA BOULEVARD
PALM BEACH GARDENS
FL
United States
Tel: 561-282-4606
(Full email address available in API data)

Regulatory Contact

PAMELA PEARCE
LEGAL ASSOCIATE
4801 PGA BOULEVARD
PALM BEACH GARDENS
FL
United States
Tel: 954-874-1017
(Full email address available in API data)

Industry Affiliates

RAM REALTY ASSOCIATES IV LLC Sponsor, GP, manager of pooled investment vehicles
RAM REALTY ASSOCIATES V LLC Sponsor, GP, manager of pooled investment vehicles
RAM REALTY ASSOCIATES VI LLC Sponsor, GP, manager of pooled investment vehicles
RAM REALTY INVESTORS II LLC Sponsor, GP, manager of pooled investment vehicles
RAM REALTY INVESTORS IV LLC Sponsor, GP, manager of pooled investment vehicles
RAM REALTY INVESTORS V LLC Sponsor, GP, manager of pooled investment vehicles
RAM REALTY INVESTORS VI LLC Sponsor, GP, manager of pooled investment vehicles
RAM V CO-INVEST GP LLC Sponsor, GP, manager of pooled investment vehicles
RAM VI CO-INVEST GP LLC Sponsor, GP, manager of pooled investment vehicles
RAM VI CO-INVEST SS GP LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
RAM REALTY INVESTORS II LLC Real Estate Fund $0.9M $0.0M 20
RAM REALTY INVESTORS IV LLC Real Estate Fund $0.0M $0.0M 6
RAM REALTY INVESTORS V LLC Real Estate Fund $0.0M $0.0M 14
RAM REALTY INVESTORS VI LLC Real Estate Fund $0.0M $0.0M 21
RAM REALTY PARTNERS IV & IV (A) LP Real Estate Fund $54.9M $1.0M 16
RAM REALTY PARTNERS V LP & RAM V CO-INVEST LP Real Estate Fund $588.2M $1.0M 28
RAM REALTY PARTNERS VI LP & RAM VI CO-INVEST LP & RAM VI CO-INVEST SS LP Real Estate Fund $194.5M $1.0M 44

Control Persons

Name Type Entity Title Since Ownership
CUMMINGS, KEITH, LAWRENCE Individual CHIEF EXECUTIVE OFFICER 01/2010 < 5%
STINE, JAMES, WILLIAM Individual PRESIDENT 10/2010 < 5%
GELLER, KAREN, DIANE Individual EXECUTIVE VICE PRESIDENT GENERAL COUNSEL/CCO 06/2011 < 5%
CUMMINGS, KEITH, LAWRENCE Individual RAM RH LLC MANAGER 12/2012 > 75%
STULL, JENNIFER, SUSAN Individual CHIEF OPERATING OFFICER 05/2021 < 5%
RAM RH LLC Domestic Entity OWNER 12/2012 > 75%
BARLAS, KEVIN, SEAN Individual CHIEF INVESTMENT OFFICER 09/2023 < 5%

No. Employees, Historic

50250201920202021202220232024202542 on 5/21/201942 on 5/21/201941 on 3/30/202041 on 3/30/202141 on 5/25/202144 on 3/31/202248 on 3/31/202348 on 2/12/202450 on 3/29/2024

RAUM, Historic

2B1B02019202020212022202320242025653384167 on 5/21/2019653384167 on 5/21/2019722767756 on 3/30/2020911605959 on 3/30/2021911605959 on 5/25/2021702812439 on 3/31/20221040073113 on 3/31/20231041042171 on 2/12/20241196423459 on 3/29/2024

No. Clients, Historic

105020192020202120222023202420254 on 5/21/20194 on 5/21/20194 on 3/30/20203 on 3/30/20213 on 5/25/20213 on 3/31/20223 on 3/31/20237 on 2/12/20247 on 3/29/2024