CRD: 286242
Ravensview Capital Management, LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2017
- Office Locations
- 1
Office Locations
About Ravensview Capital Management, LLC
Ravensview Capital is an independent, fee-only RIA providing ongoing fiduciary investment advice and active portfolio management. Its “strategic opportunism” process applies financial engineering, custom hedges, and applied economics to seek opportunity while mitigating risk and dampening exposure to wide market swings. The firm emphasizes non-traditional assets and alternative strategies for retail and institutional clients; custodies with Interactive Brokers.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH SEAN EBERHARDT
PRINCIPAL
- CRD
- #2395994
- Ownership
- 75% or more
HEATHER BEUSSE EBERHARDT
--
- CRD
- --
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,467,244 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,467,244 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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