# RAM INVESTMENT PARTNERS, LLC

RAM INVESTMENT PARTNERS, LLC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 161077
- Type: SEC-registered investment adviser
- SEC file number: 801-73301
- Location: 10655 NE 4TH STREET, SUITE 500, BELLEVUE, WA, 98004
- Phone: 425-467-1011
- Latest filing: 2026-03-24
- Regulatory AUM: $1.2B
- Discretionary AUM: $948.1M
- Non-discretionary AUM: $239.2M
- Clients: 20
- Accounts: 2,608

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| David Keith Welty | CO-MANAGER / MANAGING DIRECTOR; PRESIDENT | — |
| John Preston Osseward | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Lars Lee Phillips | MEMBER | — |
| Nicholas Leo Wright | MEMBER | — |
| Aaren N Strand | PARTNER | — |
| PHILLIPS RICHARD LEE | MEMBER | — |
| WELTY DAVID KEITH | CO-MANAGER; CO-MANAGER / MANAGING DIRECTOR; PRESIDENT | — |
| LOCKWOOD LUELLEN HUBBARD | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER; CO-MANAGER; CO-MANAGER/CHIEF FINANCIAL OFFICER (+2 more) | — |
| DRAKE TAYLOR EVAN | CO-MANAGER; CO-MANAGER / CHIEF INVESTMENT OFFICER; CO-MANAGER / CHIEF IVESTMENT OFFICER (+1 more) | — |
| OSSEWARD JOHN PRESTON | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Wright Nicholas Leo | MEMBER | — |
| STRAND AAREN N | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161077/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161077/similar
- Related entities: https://search.stillhousedata.com/firm/161077/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161077

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.