Eric
Rama

Stafford Capital Partners Limited

CRD#7182085
Investment Advisor
in Austin, TX

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About this Advisor

Eric Rama is a chartered financial analyst operating out of Austin, Texas with 2 years of industry experience. Rama is on the advisory team at Stafford Capital Partners Limited. The advisor has gained experience at Stafford Capital Partners Inc, Metlife Investment Management, Farm Credit East, Aca, University Of Georgia, Vacation/Sabbatical/Relocation To Georgia, Z-Z Ranch and Stafford Capital Partners Limited. Rama can operate in Texas. Stafford Capital Partners Limited is an advisory company operating in Austin, Texas. The investment advisory business has offices in five locations and a total of 43 advisors. It manages $4 billion in assets among its 27 accounts, placing it among the largest financial advisory firms in the country by assets under management. Stafford Capital Partners Limited offers portfolio management for pooled investment vehicles. Fees for financial advisory services largely vary depending on which services the firm provides the client. However, fee types billed by Stafford Capital Partners Limited likely include some blend of asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1717 West 6Th Street, Suite 234
Austin, TX 78703

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Stafford Capital Partners Limited Brokerage Details

Total Assets Under Management

$4,374,191,105

Total Number of Employees

43

Total Number of Accounts

27

Average Account Size

$162,007,078

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Eric Rama Work History

Eric has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Stafford Capital Partners Inc

2019 - Present (5 years)

Stafford Capital Partners Limited

2015 - 2019 (4 years)

Metlife Investment Management

2015 - 2015 (< 1 year)

Farm Credit East, Aca

2013 - 2015 (2 years)

University Of Georgia

2013 - 2013 (< 1 year)

Vacation/Sabbatical/Relocation To Georgia

2010 - 2013 (3 years)

Z-Z Ranch

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Rama to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stafford Capital Partners Limited

Eric Rama
Austin, TX
Jay Peay
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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