ER
CFA
ER
CFA

Eric Rama

6 Years of Experience
Austin, TX

Eric Rama is a CFA-designated registered investment advisor at Stafford Capital Partners Limited, based in Austin, TX, with 6 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 35 clients with $6.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

1717 West 6th Street, Suite 234, Austin, TX, 78703

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Stafford Capital Partners Limited
October 2021 - Present · 4 yrs 7 mos
Stafford Capital Partners INC.
November 2019 - Present · 6 yrs 6 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.