R
$132.1M Total AUM
$132.1M Disc. AUM
14.4% 3Y CAGR
1 Employees
88 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-13-2014
- Office Locations
- 1
Office Locations
-- ST Paul MN
About Ramsey Hill Asset Management LLC
Ramsey Hill Asset Management LLC is a ST Paul-based RIA. The firm has been operating for 12 years. Managing $132.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and US Bank.
Team overview
-- AVG AGE
$132.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
P
PAULA SCHAD LILLY
Chief Compliance Officer, Managing Member, President
- CRD
- #729942
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,117,753 | $1,420,621 |
| Non-Discretionary | $0 | -- |
| Total | $132,117,753 | $1,420,621 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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