SBA Profile

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Identification, Location & Contacts

This profile was last updated:
09/22/2023
Status:
Expired

User ID:
P2243329
Name of Firm:
RYAN ALM ADVISERS, LLC
Capabilities Statement Link:
Trade Name ("Doing Business As ..."):
RYAN ALM ADVISERS LLC
UEI:
XDCRTJN3F6K6
Address, line 1:
500 OCEAN TRAIL WAY
Address, line 2:
APT 410
City:
JUPITER
State:
FL
Zip:
33477-5531
Phone Number:
561-656-2014 x
Fax Number:
E-mail Address:
rryan@ryanalm.com
WWW Page:
www.ryanalm.com
E-Commerce Website:
http://www.ryanalm.com/
Contact Person:
RONALD RYAN
County Code (3 digit):
099
Congressional District:
21
Metropolitan Statistical Area:
8960
CAGE Code:
7Z7D0
Year Established:
2005
Accepts Government Credit Card?:
[X] Yes [  ] No
GSA Advantage Contract(s):
Check for Buy GSA Contracts

(Note: Size information is now under "NAICS Codes with Size Determinations by NAICS", below.)


Organization, Ownership & Certifications

Legal Structure:
LLC
Ownership and Self-Certifications:
Women-Owned Small Business, Woman Owned

Current Principals

1. Ronald Ryan, CEO

“Business Development Servicing Office” (for certifications)

SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)

SBA Federal Certifications

SBA has verified the following certifications in DSBS: 8(a), HZ, WOSB, EDWOSB, VOSB, SDVOSB. Any other certification presented in DSBS is self-certified by a firm and not verified by SBA. Contracting officers should diligently review a bidder's small business self-certifications before awarding a contract.

8(a) Certification:

SBA 8(a) Case Number:
SBA 8(a) Entrance Date:
SBA 8(a) Exit Date:

HUBZone Certification:

HUBZone Certified?:
[  ] Yes [X] No
HUBZone Certification Date:

8(a) Joint Venture - SBA Certified:
NOTE: Notify your servicing SBA Business Opportunity Specialist to have your 8(a) joint venture approval date reflected in DSBS.

8(a) JV Entrance Date:
8(a) JV Exit Date:

Women Owned - SBA Certified:

WOSB Certified?:
[  ] Yes [X] No
WOSB Pending?:
[  ] Yes [X] No

Economically Disadvantaged Women Owned - SBA Certified:

EDWOSB Certified?:
[  ] Yes [X] No
EDWOSB Pending?:
[  ] Yes [X] No

Veteran-Owned Small Business - SBA Certified:

VOSB Certified?:
[  ] Yes [X] No
VOSB Joint Venture?:
[  ] Yes [X] No
VOSB Certification Date:
VOSB Certification Expiration Date:

Service-Disabled Veteran-Owned Small Business - SBA Certified:

SDVOSB Certified?:
[  ] Yes [X] No
SDVOSB Joint Venture?:
[  ] Yes [X] No
SDVOSB Certification Date:
SDVOSB Certification Expiration Date:

Other Certifications

Non-Federal-Government Certifications:

(none given)

Products & Services

Capabilities Narrative:

Ryan ALM was founded by Ronald J. Ryan, CFA on July 12, 2004 as a Asset/Liability Management firm. The firm builds a turnkey system of proprietary synergistic products designed to measure liabilities as a Custom Liability Index (CLI) and manage assets to the CLI as Liability Beta Portfolios and Portable Alpha Portfolios. Ryan ALM's mission is to solve liability driven problems through low cost, low risk solutions.

Special Equipment/Materials:

(none given)

Business Type Percentages:

Service (100 %)

Bonding Levels

Construction Bonding Level (per contract)
$0
Construction Bonding Level (aggregate)
$0
Service Bonding Level (per contract)
$0
Service Bonding Level (aggregate)
$0

NAICS Codes with Size Determinations by NAICS:

# Primary? Code NAICS Code's Description "Buy Green"? (1) Small? (2)
1 Yes 523940 Portfolio Management and Investment Advice   Yes
2   522310 Mortgage and Nonmortgage Loan Brokers   Yes
3   531210 Offices of Real Estate Agents and Brokers   Yes
4   541611 Administrative Management and General Management Consulting Services   Yes
(1) By entering Yes for "Buy Green", the firm asserts that it obeys EPA guidelines for environmental friendliness for this NAICS code. Note, EPA guidelines do not exist for every NAICS code.
(2) If Yes, the firm's revenues/number of employees do not exceed the NAICS code's small business size standard.

Keywords:

Liability Beta Portfolio, Custom Liability Indexes, Asset Management, Investment, ASC 1715 Discount Rates, Fixed Income, Bonds, Investment Consulting, Investment Advisory, Investment Management, Index Benchmark, Asset Liability Management, Discount Rates, Funded Ratio, Funded Status, Beta, Smart Beta

Miscellaneous:

Quality Assurance Standards:
(none given)
Electronic Data Interchange capable?:
[  ] Yes [  ] No

Export Profile (Trade Mission Online)

Exporter?:
[  ] Yes [X] No [  ] Wants To Be
Export Business Activities:
(none given)
Exporting to:
(none given)
Desired Export Business Relationships:
(none given)
Description of Export Objective(s):
(none given)

Performance History (References)

(none given)


The structure of this page was last updated 02/01/2013, as part of SBSS 8.1.1.