Rama Capital Partners, LLC (Calabasas)

Rama Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rama Capital Partners: assets under management

The assets under management (AUM) of Rama Capital Partners, LLC is $111.05 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $111.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $111.05 million each.

Rama Capital Partners has custody of $86.45 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rama Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Calabasas

The principal office where Rama Capital Partners, LLC performs its advisory services is located at 26901 Agoura Road, Suite 250, Calabasas, CA 91301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-914-3000 or by fax 818-647-0175. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at ramacapital.com.

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