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Ratson Advisory LLC

● SEC registered since 2024CRD 330091SEC# 801-129737New York, NY
Export (members)
Reg. AUM
$2.39B
Employees
2
Accounts
27
Location
New York, NY

Ratson Advisory LLC assets under management

Ratson Advisory LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2024. It reports $2.4 billion in regulatory assets under management and employs 2 people.

Ratson Advisory LLC owners & executives

1 reported
NameTitleOwnershipSince
Alan Isaac Harari ControlMember And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Ratson Advisory LLC manage?

Ratson Advisory LLC reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Ratson Advisory LLC have?

Ratson Advisory LLC reports 2 employees.

Where is Ratson Advisory LLC located?

Ratson Advisory LLC is based in New York, NY and has been SEC-registered since 2024.

Does Ratson Advisory LLC disclose fund performance?

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

Contact & registration

Address40 Wall St, 61st Floor - Suite 18, New York, NY 10005
Phone917-325-7440
Office hours9:00a.m.-5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.39B▲ 2694%
Mar '25 — $85.5MApr '25 — $85.5MMay '25 — $85.5MJun '25 — $85.5MJul '25 — $85.5MAug '25 — $85.5MSep '25 — $85.5MOct '25 — $85.5MNov '25 — $85.5MDec '25 — $85.5MJan '26 — $85.5MFeb '26 — $2.39BMar '26 — $2.39BApr '26 — $2.39BMay '26 — $2.39BJun '26 — $2.39B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$2.39Bregulatory AUM
Discretionary $0Non-discretionary $2.39B