9AT: RAMSEY HILL ASSET MANAGEMENT LLC

RAMSEY HILL ASSET MANAGEMENT LLC

RAMSEY HILL ASSET MANAGEMENT LLC

Adviser Profile

As of Date	02/27/2026
Registration	SEC, Approved, 03/23/2022
Contact Info	651 xxxxxxx
Websites

AUM^*	132,117,753 31%
of that, discretionary	132,117,753 31%
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	1,420,621 36%
% High Net Worth	72.34% 9%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

132M 113M 94M 75M 57M 38M 19M

2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Firm Overview Ramsey Hill Asset Management LLC (“RHAM”) is a Limited Liability Company organized in the state of Minnesota. This firm has been in business since February 15, 2011 and the principal owner is Paula Schad Lilly. Investment Supervisory Services RHAM offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Investment Supervisory Services include, but are not limited to, the following:
• Investment strategy
• Asset allocation
• Asset selection
• Risk tolerance
• Regular portfolio monitoring RHAM evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. RHAM will request discretionary authority from clients in order to select securities and execute transactions without permission from the client prior

to each transaction. RHAM typically constructs client portfolios using individual securities and ETFs. RHAM may use other securities as well to help diversify a portfolio when applicable. RHAM offers the same suite of services to all of its clients. However, individualized portfolios are constructed based on the client’s time horizon, risk tolerance, and investment objectives. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent RHAM from properly servicing the client account, or if the restrictions would require RHAM to deviate from its standard suite of services, RHAM reserves the right to end the relationship. RHAM does not participate in any wrap fee programs. As of the date of this Brochure, RHAM had $90,329,141 in its discretionary asset management services.