Unclaimed Profile

Alim Kassam

RAMA CAPITAL PARTNERS, LLC·CALABASAS, California

Series 6512 years registeredRAMA CAPITAL PARTNERS, LLC

26901 AGOURA ROAD, SUITE 250, CALABASAS, CA 91301CRD# 3082938Firm CRD# 166347

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alim Kassam · CALABASAS, CA

Registration

CRD #3082938 · RAMA CAPITAL PARTNERS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RAMA CAPITAL PARTNERS, LLC

RAMA CAPITAL PARTNERS

Feb 2021 – Dec 2025

CALABASAS, CA

RAMA CAPITAL PARTNERS

Jan 2020 – Dec 2020

CALABASAS, CA

RAMA CAPITAL PARTNERS

Dec 2016 – Dec 2019

CALABASAS, CA

RAMA CAPITAL PARTNERS

Oct 2013 – Dec 2015

CALABASAS, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 31, 2013

Years registered · 12

Disclosure History

2026Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RAMA CAPITAL PARTNERS, LLC

CRD 166347 · SEC 801-92172

AUM

$111M

Regulatory assets under management

Employees

1 client accounts

Services offered by RAMA CAPITAL PARTNERS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at RAMA CAPITAL PARTNERS, LLC →

Introduction

Speak with Alim

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alim is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CALABASAS?

Browse all registered financial advisors in CALABASAS, California or claim this profile if it's yours.

Browse CALABASAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Alim Kassam offer?

Alim Kassam specializes in Retirement Planning.

What are Alim Kassam's credentials?

Alim Kassam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alim Kassam located?

Alim Kassam is based in CALABASAS, California, last registered with RAMA CAPITAL PARTNERS, LLC.

How does Alim Kassam charge for services?

Alim Kassam's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RAMA CAPITAL PARTNERS, LLC?

RAMA CAPITAL PARTNERS, LLC has approximately 2 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →