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580 California Street Suite 1200, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-12 |
Branch Locations
580 California Street Suite 1200, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ramsdell Group | San Francisco | CA | 11/1990 | Present |
| Ramsdell Capital Management | San Francisco | CA | 11/1999 | Present |
Ramsdell Capital Management, LLC dba Ramsdell Insurance Solutions Non-investment related - Insurance sales and service Address: 580 California Street, Suite 1200, San Francisco, CA 94104 Nature: Insurance sales and service Principal, owner - no relationship with investment business other than ownership Relationship: Common ownership: William B. Ramsdell / Common EIN for LLC with S Corp election: 92-2408818 Start date: February 8th, 2023. Ramsdell Brokerage Group existed prior as a sole proprietorship. Post 2/8/23: Start with new name and tax ID: Ramsdell Capital Management, LLC dba Ramsdell Insurance Solutions as an LLC with an S election for tax purposes. Number of hours/mo devoted to Ramsdell Capital Management, LLC dba Ramsdell Insurance Solutions outside of trading hours: 2 Number of hours devoted to Ramsdell Capital Management, LLC dba Ramsdell Insurance Solutions during securities trading hours: 0 hours during trading hours Duties- servicing insurance, paperwork, processing applications.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-11-01 |
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