Annual reporting to the US Securities and Exchange Commission

Raison Asset Management Corp., a licensed investment advisor registered with the U.S. Securities and Exchange Commission (SEC), has published its annual ADV update, highlighting its sustained growth and investment management expertise.

As of December 31, 2024, discretionary assets under management amount to $57 million, while non-discretionary assets have reached $145 million. Raison Asset Management Corp. has grown significantly, increasing its total assets by over $203 million.

We encourage you to review the updated reports available on the Investment Advisors' Public Accounts (IAPD) platform of the U.S. Securities and Exchange Commission.