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Ram Investment Partners, LLC
RAM Investment Partners, LLC is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm manages nearly $1 billion in assets for over 2,000 clients, focusing primarily on individuals and high net worth individuals. Newly registered in 2023, RAM employs about 18-19 professionals, the majority of whom are investors. The firm provides advisory and investment management services designed to help clients achieve long-term financial goals.
Investment Strategy
RAM Investment Partners, LLC implements a diversified, outcome-oriented investment strategy focused on U.S. and global equities, as well as fixed income assets. The firm constructs portfolios using a combination of index funds, ETFs, and select direct equity holdings in leading companies such as Microsoft, Amazon, and Apple. Emphasis is placed on broad market exposure, cost efficiency, and risk-adjusted returns, seeking to serve primarily individuals and families through long-term, strategic asset allocation.
Latest 13F Filing Activity
Ram Investment Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 96 equity positions with a total 13F market value of $476M. The fund increased holdings in Microsoft Corp., Dimensional Etf Trust, Dimensional Etf Trust among other positions. Ram Investment Partners, LLC reduced exposure to Dimensional Etf Trust, Unitedhealth Group Inc., Endava PLC among others.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 20.31% | $96.7M | 2,699,138 | $26.49 | $35.84 | +$11.0M |
D DFAI | DIMENSIONAL ETF TRUST | 12.29% | $58.6M | 1,694,354 | $26.89 | $34.57 | +$7.5M |
M MSFT | MICROSOFT CORP | 11.67% | $55.6M | 111,778 | $340.92 | $497.41 | +$22.3M |
D DFSD | DIMENSIONAL ETF TRUST | 8.98% | $42.8M | 891,335 | $46.94 | $48.01 | +$9.9M |
C CORP | PIMCO ETF TR | 7.78% | $37.0M | 380,738 | $95.41 | $97.31 | +$3.1M |
Industry Allocation
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