Ravenwood Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$200,000
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$50,000
About
Ravenwood Capital Management, LLC provides discretionary investment management to individual and high‑net‑worth clients through a single domestic equity offering, the Microcap Value Strategy. The firm manages a very small number of client accounts (four clients, approximately $200,000 in AUM as of December 31, 2024) and generally accepts new accounts for this strategy with a stated minimum of $50,000.
The Microcap Value Strategy concentrates in 15–30 of the smallest publicly traded domestic equities identified for low price/book, strong cash reserves and low leverage, using screens, filings review, financial modeling and direct outreach in its research process. Accounts are not tailored to individual client requests (clients may only impose written restrictions) and are managed on a discretionary basis; the firm discloses phased account implementation (up to six months) because of microcap illiquidity and projects portfolio turnover of 65–100% annually.
Noteworthy aspects include the firm’s exclusive focus on one concentrated microcap product and its description of a multi-person research and group decision process despite operating as a solo adviser with no additional staff. The brochure also emphasizes reliance on custodian-provided institutional services and soft-dollar research arrangements to support its microcap analysis, along with operational features (slow phase-in, high turnover, limited client customization) that distinguish it from many peers.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001+: Negotiable
Account minimum: $50,000
Most active in
Ravenwood Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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