Skip to main content
OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Ramirez Asset Management, Inc.

$12.3B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($1.06B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Infrastructure, Multi-Strategy (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
24
5 Open Source Trails Below
Sum of Disclosed Rows
$1.06B
Total AUM: $12.3B
Median Disclosed Amount
$53.8M
Range: $10.0M – $76.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Ramirez Asset Management, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Bridgewater PA II Pure Alpha IIAdviser 7.B Vehicle Multi-Strategy 2025
$63.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Capital Europe IXAdviser 7.B Vehicle Private Credit 2025
$56.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Primavera Capital Fund IIIAdviser 7.B Vehicle Buyout 2025
$56.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
SEP Diamond Fund, L.P.Adviser 7.B Vehicle Private Equity 2024
$63.4M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Advent International GPE, LPAdviser 7.B Vehicle Buyout 2023
$16.8M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Ramirez Asset Management, Inc.

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Ramirez Asset Management, Inc. (OCIO / Wealth RIA, $12.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.2% Actual; $343.6M Unallocated Target Bandwidth). SEC Form ADV (801-69304, CRD #110637) verified $12.27B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Ramirez Asset Management, Inc.

580 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Ramirez Asset Management, Inc. (21 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 9 Shared Vehicles

Catoctin Androscoggin Delacroix Mutual & Casualty Insurance General Account

Insurance Company Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Advent International GPE, LP (2023 Vintage)
Ramirez Asset Management, Inc.: $16.8M · SEC Form ADV 7.B
Catoctin Androscoggin Delacroix Mutual & Casualty Insurance General Account: $41.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Advent International, LP (2022 Vintage) · Affiliated Housing Impact Fund (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Grand Strand Charles River Mcallister Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Advent International, LP (2022 Vintage)
Ramirez Asset Management, Inc.: $44.2M · SEC Form ADV 7.B
Grand Strand Charles River Mcallister Private Markets Primary & GP Seeder Fund-of-Funds: $117.0M · SEC Form ADV 7.B

Additional shared vehicles: Advent International GPE, LP (2023 Vintage) · Affiliated Housing Impact Fund (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Hingham Fond du Lac Southwell Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Affiliated Housing Impact Fund (2021 Vintage)
Ramirez Asset Management, Inc.: $57.5M · SEC Form ADV 7.B
Hingham Fond du Lac Southwell Private Markets Primary & GP Seeder Fund-of-Funds: $140.5M · SEC Form ADV 7.B

Additional shared vehicles: Advent International GPE, LP (2023 Vintage) · Advent International, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+577 Additional Institutional LPs Report Shared Vehicles with Ramirez Asset Management, Inc.

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Ramirez Asset Management, Inc.

You are viewing 5 open public preview records (out of 24 total tracked records for Ramirez Asset Management, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (580 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Ramirez Asset Management, Inc. and our interactive GP workspace.

Strategies Disclosed by Ramirez Asset Management, Inc.

Buyout LPs →Private Credit LPs →Real Estate LPs →Infrastructure LPs →Multi-Strategy LPs →

Frequently Asked Questions: Ramirez Asset Management, Inc.

What type of institutional allocator is Ramirez Asset Management, Inc. and what is their typical disclosed ticket size?

Ramirez Asset Management, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 24 historical disclosure records tracked on Prilago ($1.06B total parsed USD across disclosed rows), the median disclosed amount is $53.8M (range: $10.0M to $76.8M).

Which private-market strategies appear in Ramirez Asset Management, Inc.'s public disclosures?

Ramirez Asset Management, Inc. has disclosed records across Buyout, Private Credit, Real Estate, Infrastructure, Multi-Strategy. Open preview records include Bridgewater PA II Pure Alpha II (2025 Vintage), Ares Capital Europe IX (2025 Vintage), Primavera Capital Fund III (2025 Vintage), SEP Diamond Fund, L.P. (2024 Vintage).

How are Ramirez Asset Management, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Ramirez Asset Management, Inc. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Ramirez Asset Management, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/ramirez-asset-management-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Ramirez Asset Management, Inc.?

In Prilago's bilateral commitment graph, Ramirez Asset Management, Inc. shares resolved underlying fund vehicles with 580 institutional LPs across 21 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Catoctin Androscoggin Delacroix Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. Advent International GPE, LP (2023 Vintage)), Grand Strand Charles River Mcallister Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Advent International, LP (2022 Vintage)), Hingham Fond du Lac Southwell Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Affiliated Housing Impact Fund (2021 Vintage)).

Related OCIO / Wealth RIA & New York, NY Institutional LPs

Apogem Capital (New York Life FoF) (32)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)Brandywine Global Investment Management (32)Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory (32)Btg Pactual Asset Management US (32)Chenango Holston Ravenscroft Institutional Outsourced CIO & Wealth Advisory (32)Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory (32)Cliffwater (32)Commonwealth Financial Network (32)