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Ram Investment Partners, LLC

● SEC registered since 2012CRD 161077SEC# 801-73301Bellevue, WA
Export (members)
Reg. AUM
$1.19B
Employees
20
Accounts
2,608
Location
Bellevue, WA

Ram Investment Partners, LLC assets under management

Ram Investment Partners, LLC is an investment advisory firm registered with the SEC based in Bellevue, WA. The firm has been registered since 2012. It reports $1.2 billion in regulatory assets under management and employs 20 people.

Ram Investment Partners, LLC owners & executives

7 reported
NameTitleOwnershipSince
Aaren N Strand ControlPartner10-25%2024
David Keith Welty ControlCo-Manager / Managing Director25-50%2012
John Preston Osseward ControlChief Operating Officer/Chief Compliance Officer10-25%2018
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Frequently asked questions

How much does Ram Investment Partners, LLC manage?

Ram Investment Partners, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Ram Investment Partners, LLC have?

Ram Investment Partners, LLC reports 20 employees.

Where is Ram Investment Partners, LLC located?

Ram Investment Partners, LLC is based in Bellevue, WA and has been SEC-registered since 2012.

Does Ram Investment Partners, LLC disclose fund performance?

Ram Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10655 NE 4th Street, Suite 500, Bellevue, WA 98004
Phone425-467-1011
Fax425-455-5076
Office hours9a.m. To 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.19B▲ 23%
Mar '25 — $964.4MApr '25 — $964.4MMay '25 — $964.4MJun '25 — $964.4MJul '25 — $964.4MAug '25 — $964.4MSep '25 — $964.4MOct '25 — $964.4MNov '25 — $964.4MDec '25 — $964.4MJan '26 — $964.4MFeb '26 — $964.4MMar '26 — $1.19BApr '26 — $1.19BMay '26 — $1.19BJun '26 — $1.19B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers

Assets under management

$1.19Bregulatory AUM
Discretionary $948.1MNon-discretionary $239.2M