# Ramsdell Capital Management, LLC

> Ramsdell Capital Management, LLC is a state-registered investment advisory firm in San Francisco, CA, registered since 1999, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 134297
- Filed as: RAMSDELL CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134297
- AdvisorCensus page: https://advisorcensus.com/firm/ramsdell-capital-management-llc-san-francisco-ca-134297

## Quick answers

**How is Ramsdell Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ramsdell Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Ramsdell Capital Management, LLC located?**
Ramsdell Capital Management, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Ramsdell Capital Management, LLC registered with the SEC or a state?**
Ramsdell Capital Management, LLC is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 134297.

**How much does Ramsdell Capital Management, LLC manage?**
Ramsdell Capital Management, LLC reports $109,192,639 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (92% discretionary).

**What types of clients does Ramsdell Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (75); individuals (other than high net worth individuals) (12); corporations or other businesses not listed above (5).

**Does Ramsdell Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/134297

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $109,192,639
- Discretionary: $100,067,724
- Non-discretionary: $9,124,915

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $1,100,000 |
| High net worth individuals | 75 | $98,967,724 |
| Corporations or other businesses not listed above | 5 | $9,124,915 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1999 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ramsdellcapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ramsdell Capital Management, LLC (CRD 134297): Form ADV filing data as of October 2026.