Asset ManagerRIA · CRD 135781SEC-Registered

Updated:

Ryan

Ryan Investment Advisers is an SEC-registered investment adviser since 2005. The firm manages approximately $2.8 billion in regulatory assets under management,...

Ryan

Ryan Investment Advisers is an SEC-registered investment adviser since 2005. The firm manages approximately $2.8 billion in regulatory assets under management, with $1.1 billion managed on a discretionary basis. It has 4 employees and 4 investment advisers.

General information

Firm type

Asset Manager

Year founded

1991

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Dallas

Corporate office

Dallas, TX, United States

Principals

G. Brint Ryan

Chairman and CEO

Sector focus

Tax ServicesEnterprise Software

Frequently asked questions

Who runs investment decisions at Ryan?

Ryan does not operate as an investment firm or family office; it is a tax-services and consulting company. Strategic and capital-allocation decisions are led by founder and CEO G. Brint Ryan, in conjunction with the firm's executive leadership team and, since February 2024, in partnership with Onex Partners as the majority investor.

How does Ryan's contingency-fee model actually work?

Ryan identifies tax overpayments, unclaimed credits, or incentive opportunities and charges a fee calculated as a percentage of the recovery it achieves. If no recovery is generated, the client does not pay. This model is applied across corporate income tax, VAT, customs duties, and credits like R&D incentives. The approach aligns Ryan's compensation precisely with client benefit, which the firm argues differentiates it from hourly-billing law and accounting firms.

Is Ryan a family office or does it manage third-party capital?

Ryan is neither a family office nor a capital manager. It is a professional services firm providing tax consulting and recovery services to corporations. It does not invest client capital. The 2024 majority investment by Onex Partners represented a private-equity commitment into the services business itself, not into an investment vehicle.

What sectors does Ryan explicitly avoid?

Ryan does not structure itself around sector exclusions in the investment sense. The firm's tax recovery services are generally agnostic to industry, though its credit and incentive work often leans toward sectors with heavy R&D or capital expenditure — such as manufacturing, technology, and energy. There is no publicly stated list of sectors the firm refuses to serve.

How does Ryan source proprietary deal flow?

As a tax-services firm, Ryan does not source 'deal flow' in the investment context. Its client pipeline is built through a combination of direct business-development teams, relationships with corporate tax departments, and referrals from professional networks. The firm markets its contingency-fee model as the primary draw, because it removes upfront cost for clients exploring potential recoveries.

Does Ryan maintain philanthropic structures, and how are they separated?

G. Brint Ryan and the firm have been involved in philanthropic activities, including significant donations to the University of North Texas — the business college was named the G. Brint Ryan College of Business. These activities are personal and corporate philanthropic efforts, not investment-oriented vehicles, and are separate from the tax-services business operated for clients.

What is Ryan's known posture on co-investments alongside external GPs?

Ryan does not engage in fund commitments, co-investments, or GP relationships in the allocator or family-office sense. The connection to Onex Partners is a corporate private-equity investment into Ryan as an operating business, not a co-investment program.

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