Samuel Alfred Ramirez, jr.
Investment adviser representative at Ramirez Asset Management, Inc.
25 yearsExperience
1 stateRegistered in
$12.3BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Ramirez Asset Management, Inc.Nov 2004 to now
- Ramirez & Co., IncJun 1992 to now
- San Juan Capital Partners LLCDec 2006 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (PR).
Ramirez Asset Management, Inc.
$12.3BAssets managed
677Clients
3Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2261054
- Firm CRD
- 110637