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Brian Patrick O'shaughnessy

RAMA CAPITAL PARTNERS, LLC·CALABASAS, California
RAMA 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
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Brian Patrick O'shaughnessy is a registered financial advisor based in CALABASAS, California, affiliated with RAMA CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
RAMA CAPITAL PARTNERS, LLC
RAMA CAPITAL PARTNERS
AUM
$111M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at RAMA CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6143244
Firm CRD# 166347
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Patrick O'shaughnessy offer?
Brian Patrick O'shaughnessy specializes in Retirement Planning. Contact their office in CALABASAS, California for a consultation.
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, working with RAMA CAPITAL PARTNERS, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.
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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Alim Kassam
CALABASAS, CA

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Research
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