Investment adviser · CRD 330091
RATSON ADVISORY LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Feb 5, 2026
- Regulatory AUM
- $2.39B Form ADV · Item 5.F
- Client accounts
- 27 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Banks & thrifts | Fewer than 5 | $2,235,449,407 | 93.6% |
| Pooled investment vehicles | 1 | $149,288,557 | 6.3% |
| High-net-worth individuals | Fewer than 5 | $3,642,077 | 0.2% |
Filing source
Form ADV 2041114 · Feb 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Feb 5, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
40 WALL ST, 61ST FLOOR - SUITE 18NEW YORK, NY, 10005, United States
CRD 330091
Filing source
Form ADV 2041114 · Feb 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.