Ramsdell Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$100,067,724
Clients
87
Advisors
1
of 1 employees
About
Ramsdell Capital Management provides discretionary and non-discretionary portfolio management and asset-allocation advice to individuals and trusts, and also serves corporate entities and pension plans. The firm prepares individualized investment policy statements and allocation worksheets and, in addition to advisory services, offers limited insurance brokerage (life, disability and fixed/indexed annuities) through a separate brokerage offering.
The firm’s investment process is centered on asset allocation with a top-down fundamental analysis complemented by technical screening, maintaining a buy-and-hold core while trading tactically at the margins. Portfolios are ETF-heavy (approximately 60–75% of holdings), may use options for downside management when authorized, and are reviewed at least quarterly with written reporting, a quarterly newsletter, and block trading used to execute aggregated orders.
What is distinctive for a single-advisor independent firm is the combination of institutional and corporate client work alongside retail clients, and the maintenance of an affiliated insurance brokerage capability (noted as taking minimal time). Ramsdell also recommends a single custodian and uses that custodian’s institutional trading, research and support services — a relationship disclosed in the ADV that provides operational benefits but can present potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $100,000: 1.25% annually $100,001 - $250,000: 1.00% annually $250,001 - $750,000: 0.85% annually $750,001 - $2,000,000: 0.75% annually $2,000,001 - $10,000,000: 0.65% annually above $10,000,000+: negotiable
$150.00 per hour for planning or project work; waived for advisory clients with assets managed
Fee-only: Hourly fee of $150 per hour for planning or project work; waived for advisory clients with assets managed
Main office
580 California Street, Suite 1200
San Francisco CA 94104
Advisors at this office
1
Most active in
California
Also doing business as
Ramsdell Capital Management · Ramsdell Capital Management, LLC · Ramsdell Capital Management, LLC Dba Ramsdell Insurance Solutions · Ramsdell, William B. · Ramsdell, William Borthwick · William B. Ramsdell Dba Ramsdell Capital Management · William Borthwick Ramsdell Dba Ramsdell Capital Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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