CRD: 134297
Ramsdell Capital Management, LLC
$109.2M Total AUM
$100.1M Disc. AUM
-- 3Y CAGR
1 Employees
184 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Transamerica
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-30-1999
- Office Locations
- 1
Office Locations
580 California Street Suite 1200 SAN Francisco CA
About Ramsdell Capital Management, LLC
Ramsdell Capital Management is a San Francisco–based, principal-led RIA providing strategic asset management, asset allocation, and portfolio construction, with tax planning plus insurance and business-succession support. The practice emphasizes ETF-based portfolios with a fixed-income sleeve and serves retail clients, including entrepreneurs. Operating since 1986 and commonly custodied at Schwab.
Team overview
63 AVG AGE
$109.2M AVG AUM / ADVISOR
$593.4K AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM BORTHWICK RAMSDELL
Principal
- CRD
- #1510468
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,067,724 | -- |
| Non-Discretionary | $9,124,915 | -- |
| Total | $109,192,639 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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