Ratan Capital Management, Lp
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Overview
Ratan Capital Management, Lp is a financial advisor company that has its headquarters in Miami, Florida. The firm manages $137.4 million in total assets throughout four accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). The firm has a small team, including 2 financial advisors. Ratan Capital Management, Lp does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments like bonds, equities and options.
Ratan Capital Management, Lp administers all of the company's client assets on a discretionary basis. Discretionary management means that transaction judgments are made by an investment advisor without needing to seek client approval. The advisory firm's typical account size is $34.3 million. The average financial advisor at Ratan Capital Management, Lp administers about two client accounts, placing it among the most personalized financial advisor firms in the country.
The firm's central office is at 3400 Sw 27Th Ave, Miami, Florida 33133.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ratan Capital Management, Lp by the Numbers
$137.4 million
2
4
$34.3 million
Fee Structure
Fees for financial advisory services depend on which service is offered. However, fee types charged by the firm may include the following fee types: asset-based or performance-based. Ratan Capital Management, Lp does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its four accounts, Ratan Capital Management, Lp's biggest client type by number of accounts is pooled investment vehicles. Around 50% of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ratan Capital Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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