Raven Capital Management LLC is a large advisory firm based in New York. It manages $603.84 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.
Raven Capital Management 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.
The assets under management (AUM) of Raven Capital Management LLC is $603.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 238% since the beginning of its operation, and $210.14 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Raven Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Jeremy Michael Tucker is pooled investment vehicles with 10 clients and $603.84 million of assets under management. Among the 12 most similar advisory firms, Raven Capital Management has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $603.84 million for 10 clients. 35% of the firm’s clients are foreign persons or businesses.
Raven Capital Management also advises several private funds. Namely, one real estate fund and eight private equity funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.
The company employs 18 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jeremy Michael Tucker has been acting as President since 1 Sep 2008. James Patrick Masciello joined the executive team most recently as the Managing Director.
The principal office where Raven Capital Management LLC performs its advisory services is located at 110 Greene Street, New York, NY 10012, which is also the mailing address of the firm. An additional office of the firm is in Santa Monica, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-966-7926 or by fax 212-226-7836. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at ravencm.com.