RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Francois Maximilian Schramek
- Title
- Partnerreportedmanhattanwest.comfirm site, Sep 15, 2026
- Designations
- CFAreportedmanhattanwest.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Partner”reportedmanhattanwest.comthe sentence on the bio page
- Years, as the firm states
- 15reportedmanhattanwest.com“Schramek has more than 15 years of experience working for some of the most well-known banks on Wall Street, including J.”
- Professional profile
- manhattanwest.com/team/francois-schramekreportedmanhattanwest.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Manhattan West Asset Management, LLC independent RIA currentsince Sep 5, 2021 · Los Angeles, Ca
- Pathstone independent RIANov 3, 2016 to Sep 24, 2018 · Los Angeles, Ca
- Convergent Wealth Advisors, LLC formerJan 8, 2015 to Oct 31, 2016 · Los Angeles, Ca
- Convergent Wealth Advisors, LLC formerAug 14, 2014 to Dec 31, 2014 · Los Angeles, Ca
- Pathstone to Manhattan West Asset Management, LLCleft Sep 24, 2018, registered Sep 5, 2021 (1077 days) · RIA to RIA
- Convergent Wealth Advisors, LLC to Pathstoneleft Oct 31, 2016, registered Nov 3, 2016 (3 days) · Other · moved with a team
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address