Updated:
Ratson Advisory
RATSON ADVISORY LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2024. The firm manages approximately $2.4 billion in regulatory...
Ratson Advisory
RATSON ADVISORY LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2024. The firm manages approximately $2.4 billion in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
Is Ratson Advisory registered with the SEC as an investment adviser?
No. Ratson Advisory LLC does not appear in the SEC's Investment Adviser Public Disclosure database, consistent with a single-family office operating under the family office exemption from registration. This exemption permits the entity to manage proprietary capital without the public disclosure obligations that apply to registered advisers.
What public records confirm Ratson Advisory's existence?
The entity exists in state-level corporate registrations as a domestic limited liability company. Beyond its formation documents, no annual reports, regulatory filings, or transaction records are publicly associated with the firm. This registration structure is typical for holding companies and single-family offices that do not transact in regulated industries requiring additional disclosure.
Does Ratson Advisory accept outside capital from institutional allocators?
There is no indication that Ratson Advisory accepts external capital. As a private LLC without an SEC-registered investment adviser, it likely invests exclusively proprietary family capital. Allocators seeking access would require a direct, private relationship with the principals — an arrangement that cannot be initiated through public channels given the firm's opaque posture.
What investment strategies does Ratson Advisory pursue?
The firm's strategy is not publicly disclosed. Based on its structure as an unregistered family office, likely activities include direct private investments, public equity management through custody accounts, and real asset holdings via special-purpose entities. Any specific asset-class allocation or geographic focus is unknown outside the firm's confidential records.
Who founded Ratson Advisory and what is the source of its wealth?
Neither the founder's identity nor the originating wealth source is publicly disclosed. The LLC's articles of organization are typically signed by an attorney or registered agent, not the principals themselves, keeping the beneficial owners' names out of routine corporate registrations. No credible news source or database links the firm to a specific individual, family, or corporate divestiture.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: