Ryan Alm Advisers, Llc
- Regulatory AUM
- $2.8B
- Discretionary
- $1.1B
- Clients
- 9
- Avg AUM / client
- $306M
- Accounts
- 9
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jan 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 9 | $2.8B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Minneapolis Retail Meat Cutters And Food Handlers Pension Fund Board Of Trustees, Minneapolis Retail Meat Cutters | 2024 | |
| Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fund Pmta / Ila Pension Fund | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Monteagudo, Martha, Caridad | Head Asset Management Models | Jun 2004 (22y) | 5% – 10% | |
| Ryan, Ronald, Joseph | Cco, Chief Compliance Officer | May 2005 (21y) | 5% – 10% | |
| Devito, Steven, William | Head Bond Trader | Apr 2018 (8y) | Less than 5% | |
| Kamp, Russell, David | Managing Director | Aug 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ryan Alm, Inc. | Parent | May 2005 | A | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Minneapolis Retail Meat Cutters And Food Handlers Pension Fund | Board Of Trustees, Minneapolis Retail Meat Cutters | 1,611 | $679M | 03/01/2024 |
| Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fund | Pmta / Ila Pension Fund | 76 | $102M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/09/2026 | 935 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Northern Trust $739M (27% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 09, 2026.
View current Form ADV (SEC/IAPD) ↗