Ravensview Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$75,360,157
Clients
20
Advisors
2
of 2 employees
About
Ravensview Capital provides ongoing, discretionary investment counsel and special-project advisory services to individuals, high‑net‑worth clients, family offices, and charitable organizations. The firm manages about $95 million for roughly 20 clients and prepares an individualized Statement of Investment Policy for each account.
The firm combines multiple analytical methods — including charting, cyclical and technical analysis, quantitative models, and modern portfolio theory — and implements a broad set of strategies that include long‑ and short‑term trading, short sales, margin and options trading, ETFs, hedge funds, real‑asset vehicles and non‑U.S. securities. Accounts are monitored at least monthly with documented trade blotters and use of electronic execution tools (including basket and allocation tools) tied to a designated broker‑dealer to aggregate and allocate trades.
Noteworthy features for a firm of this size include a small client base relative to assets under management, routine custodian statements plus a separate quarterly written report to clients, and the availability of special‑project engagements (hourly second‑opinions or defined‑scope reviews). The brochure also discloses potential soft‑dollar research or services from brokers, a requirement that clients use a specific custodian for execution, and formalized compliance training and recordkeeping practices that are emphasized in its disclosures.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$300 per hour
Account minimum: $250,000
Main office
1942 NW Kearney St, Ste #24
Portland OR 97209
Advisors at this office
2
Most active in
Oregon · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Advisors at this firm
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