Sign in Sign up for free

Ravenna Investment LLC (Seattle)


Ravenna Investment LLC is an adviser based in Seattle. It manages $32.13 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Washington.

Ravenna Investment provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ravenna Investment: assets under management

The assets under management (AUM) of Ravenna Investment LLC is $32.13 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $683.54 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ravenna Investment LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seattle

The principal office where Ravenna Investment LLC performs its advisory services is located at 1900 Ne Naomi Pl, Seattle, WA 98115 6938, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-526-1383 or by fax 206-526-7032. The normal business hours are 0900 - 1700 on Monday - Friday.


Registered investment advisers similar to Ravenna Investment LLC