Rama Capital Partners

Rama Capital Partners (CRD# 166347) is a financial advisory firm headquartered in Calabasas, CA. They manage $93,623,158 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

27001 Agoura Road, Suite 100, Calabasas, CA 91301

https://www.ramacapital.com/

By the Numbers

Total Assets Under Management

94

MILLION
Total Number of Accounts

1

ACCOUNTS
Average Account Value

$93,623,158

Compensation Options

A percentage of assets under your management
Performance-based fees

Advisory Services Offered

Portfolio management for pooled investment vehicles (other than investment companies)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Rama Capital Partners

Showing 1 - 2 of 2 top financial advisors.

Alim Kassam

CRD#: 3082938

27001 Agoura Road, Suite 100, Calabasas, CA 91301

Alim Kassam (CRD# 3082938) is an Investment Advisor Representative working at Rama Capital Partners in Calabasas, CA and has over 11 years of experience in the finance industry.

Brian P. O'shaughnessy

CRD#: 6143244

27001 Agoura Road, Suite 100, Calabasas, CA 91301

Brian O'shaughnessy (CRD# 6143244) is an Investment Advisor Representative working at Rama Capital Partners in Calabasas, CA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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