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Samuel A. Ramirez
AddedFeb 13, 2024
UpdatedJun 28, 2026
Samuel A. Ramirez

Samuel A. Ramirez

Operating

Samuel A. Ramirez & Co., Inc.: A US-based brokerage firm dealing in stocks, bonds, mutual funds, and more.

Location
New York City, NY, US
Founded
1971
Firm
Compare
Portfolio
Employees
Website

Samuel A. Ramirez & Co., Inc. is a US-based brokerage firm specializing in the buying and selling of securities, including stocks, bonds, mutual funds, and other investment products. The firm primarily serves customers within the United States and is recognized as the first Hispanic investment bank in the nation. It ranks 10th industry-wide among all managers, reflecting its significant presence and influence in the financial sector.

Notable portfolio companies include Duke Energy Corporation, which has raised $900 million through debt financing facilitated by Samuel A. Ramirez & Co., Inc. The firm is led by Founder and CEO Sam Ramirez Sr., who has guided it to become one of the largest and best-capitalized Hispanic investment banks in the country. The firm’s investment philosophy emphasizes robust financial management and strategic growth, offering clients a wealth of experience and industry knowledge.

Samuel A. Ramirez - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments1
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Debt Financing1 (100.0%)

Stage Mix

Debt Financing 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Duke Energy Corporation logo

Duke Energy Corporation

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Samuel A. Ramirez - Classification

Also Known As
  • Samuel A. Ramirez & Company, Inc.
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
Show 6 more industry codes
NAICS
  • 523100Securities and Commodity Contracts Intermediation and Brokerage
  • 523150Investment Banking and Securities Intermediation
SIC
  • 6000Depository Institutions
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end