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RA Advisory LLC

RA Advisory LLC. CRD 165395

RA Advisory LLC logo

CRD: 165395

RA Advisory LLC

(212) 579-1715
$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers · RBC
Clients
Retail
Platforms
Available
Established Date
11-16-2012
Office Locations
1

Office Locations

-- NEW York NY

About RA Advisory LLC

RACA (RA Advisory LLC) is a low-volume transaction advisory firm focused on helping first-time business sellers—individuals and families—prepare for and execute a sale. Led by former CPAs and transaction due-diligence specialists, the team streamlines readiness and diligence and works through deal terms beyond headline price. Based in New York, with recent private-company M&A across tech, industrial, and SaaS.

Team overview

-- AVG AGE
$1.2M AVG AUM / ADVISOR
$393.8K AVG AUM / CLIENT
13.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

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CRM

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Custodian

Available

Investment Themes

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Investment Vehicles

Available

Platform

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Services

Available

Technology

Available

Owner & Executives

R

RAVINATH NMN AEKAMBARAM

Chief Compliance Officer, Managing Member

CRD
#4827925
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $1,181,270 --
Non-Discretionary $0 --
Total $1,181,270 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
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Cash:
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Public Funds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Public Funds Available Available
Total Available Available

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