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Ransom Advisory, Ltd

● SEC registered since 2022CRD 318747SEC# 801-123386
Export (members)
Reg. AUM
$317.9M
Employees
3
Accounts
260
Location

Ransom Advisory, Ltd assets under management

Ransom Advisory, Ltd is a registered investment adviser overseen by the SEC. The firm has been registered since 2022. It reports $317.9 million in regulatory assets under management and employs 3 people.

Ransom Advisory, Ltd owners & executives

1 reported
NameTitleOwnershipSince
Charles Winship Ransom ControlOwner, CcoOver 75%2022

Frequently asked questions

How much does Ransom Advisory, Ltd manage?

Ransom Advisory, Ltd reports $317.9 million in regulatory assets under management on its Form ADV.

How many employees does Ransom Advisory, Ltd have?

Ransom Advisory, Ltd reports 3 employees.

Does Ransom Advisory, Ltd disclose fund performance?

Ransom Advisory, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(401) 601-0185
Office hoursBy Appointment
SEC regionBoston Regional Office (BRO)
CIK2065136
Discloses disciplinary historyNo

Regulatory AUM

$317.9M▲ 20%
Jan '25 — $265.5MFeb '25 — $265.5MMar '25 — $265.5MApr '25 — $265.5MMay '25 — $265.5MJun '25 — $265.5MJul '25 — $265.5MAug '25 — $265.5MSep '25 — $265.5MOct '25 — $265.5MNov '25 — $265.5MDec '25 — $265.5MJan '26 — $265.5MFeb '26 — $317.9MMar '26 — $317.9MApr '26 — $317.9MMay '26 — $317.9MJun '26 — $317.9M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$317.9Mregulatory AUM
Discretionary $317.9M