AdvizorPro
Ravenwood Capital Management, LLC

Ravenwood Capital Management, LLC. CRD 226679

R

CRD: 226679

Ravenwood Capital Management, LLC

$200.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
9 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Interactive Brokers · Jackson National Life
Clients
Retail
Platforms
Available
Established Date
06-22-2017
Office Locations
1

Office Locations

-- Spokane WA

About Ravenwood Capital Management, LLC

Ravenwood Capital Management is an independent RIA providing customized portfolio management. The firm targets under-researched micro-cap companies (sub-$300M market cap) using deep fundamental analysis and a three-pillar framework—catalyst, valuation discount, and quality. Risk management emphasizes margin of safety, strong balance sheets, high cash/low debt, and avoiding permanent capital impairment, with no sell-side or banking ties.

Team overview

-- AVG AGE
$200.0K AVG AUM / ADVISOR
$25.0K AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

S

SCOTT ANDREW JACKSON

Chief Investment Officer, Portfolio Manager

CRD
#5918069
Ownership
75% or more
Available
Available
Available

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $200,000 --
Total $200,000 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

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

Continue browsing

View all advisor firms in Washington

Start a free trial and
prospect smarter