R
Ravine Road Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Ravine Road Advisors provides discretionary, fee-based investment management to pooled vehicles, funds, trusts and similar institutional or private investment entities, and it also lists individuals and retirement accounts among eligible client types. At the time of its brochure filing the firm was newly formed and reported no clients or assets under management.
The firm describes a tactical asset-allocation approach that combines fundamental and technical analysis and may use equities, warrants, fixed‑income securities and options to implement strategies that include long‑term holdings, short‑term trading and option writing. Portfolio management is discretionary and tailored to client objectives, risk tolerance and time horizon, with regular monitoring and the ability to impose client restrictions.
Distinctive features include its single‑advisor structure and recent formation, with the sole investment professional holding senior industry experience and the CFA charter. Unlike many peers, the firm discloses a negotiable fixed‑fee engagement alternative in addition to conventional asset‑based advisory fees and notes that it may recommend a particular broker‑dealer and receive research or ancillary services tied to execution.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
Annual fixed fees ranging from $100,000 to $1,000,000, negotiable and billed quarterly in advance or arrears.
$0 - $5 million: 2.00% $5 million+: 1.00%
Main office location
Ravine Road Advisors
Greenwich CT, United States
Number of offices
1
Most active in
Ravine Road Advisors has reported serving >5 clients in these states in the last 12 months.
Connecticut
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.
-
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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