Rady Asset Management, LLC is a large advisory firm based in La Jolla. It manages $260 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
Rady Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rady Asset Management, LLC is $260 million. The firm's AUM has grown by 420% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rady Asset Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Harry Maxwell Rady has been acting as President since 1 Sep 2006. Rameshwar Singh joined the executive team most recently as the President And Chief Compliance Officer.
The principal office where Rady Asset Management, LLC performs its advisory services is located at 1020 Prospect Street, La Jolla, CA 92037, 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 877-302-7239 or by fax 858-746-4100. The normal business hours are 8 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.radyassets.com.