Unclaimed Profile

Brian Patrick O'shaughnessy

RAMA CAPITAL PARTNERS, LLC·CALABASAS, California

Series 65Clean record12 years registeredRAMA CAPITAL PARTNERS, LLC

26901 AGOURA ROAD, SUITE 250, CALABASAS, CA 91301CRD# 6143244Firm CRD# 166347

Profile Verification

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

Identity

Brian Patrick O'shaughnessy · CALABASAS, CA

Registration

CRD #6143244 · 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

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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

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Frequently Asked Questions

What services does Brian Patrick O'shaughnessy offer?

Brian Patrick O'shaughnessy specializes in Retirement Planning.

What are Brian Patrick O'shaughnessy's credentials?

Brian Patrick O'shaughnessy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Patrick O'shaughnessy located?

Brian Patrick O'shaughnessy is based in CALABASAS, California, last registered with RAMA CAPITAL PARTNERS, LLC.

How does Brian Patrick O'shaughnessy charge for services?

Brian Patrick O'shaughnessy'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.

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