SourcingSourcing

RAMSEY HILL ASSET MANAGEMENT LLC

A79
CRD 156768·SEC 801-123513
AUM
$132.1M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$396K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RAMSEY HILL ASSET MANAGEMENT LLC
CRD
156768
SEC file #
801-123513
EIN
—
DBA names
—

Economics

AUM
$132.1M
AUM band
$100M-$500M
AUM trajectory
'23'26
$110.8M → $132.1M▲ +19%
Client mix
Individuals High Net Worth68
Individuals Other11
Corporations9

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
linkedin.com/in/paula-schad-5aba616(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LILLY, PAULA, SCHAD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
LILLY, PAULA, SCHAD
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:ramseyhill.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
U.s. Bank1
Firm Has Custody
Yes
Top Owner CRD
729942
Trust Company Affiliate
No

People (1)

1
LILLY, PAULA, SCHAD
IAR · Direct Owner · 87.5%
729942