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Brian Patrick O'shaughnessy

RAMA CAPITAL PARTNERS, LLC·CALABASAS, California
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26901 AGOURA ROAD, SUITE 250, CALABASAS, CA 91301CRD# 6143244Firm CRD# 166347
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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.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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
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Background

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

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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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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