9AT: RYAN ALM ADVISERS, LLC

Adviser Profile

As of Date	01/09/2026
Registration	SEC, Approved, 09/15/2005
Contact Info	561 xxxxxxx
Websites

AUM^*	2,753,891,525 33%
of that, discretionary	1,093,479,792 212%
Number of Employees	4 33%
of those in investment advisory functions	4 33%
Private Fund GAV^*	0
Avg Account Size	305,987,947 4%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans

Advisory Activities

- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser THE PALISADES GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund167.4m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV167.4m	AUM27.8b	#Funds4
Adviser PRUDENT INVESTOR ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.3b	#Funds-
Adviser QUADRANT REAL ESTATE ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM24.9m	#Funds-
Adviser WINCORAM ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund12.4m	Total Private Fund GAV12.4m	AUM8.2b	#Funds1
Adviser TOUCHDOWN VENTURES INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM458.5m	#Funds-
Adviser FIDUCIARYVEST, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.9b	#Funds-
Adviser CAIN INTERNATIONAL ADVISERS LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund312.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV312.3m	AUM2.8b	#Funds1
Adviser RIDGELEIGH CAPITAL	Hedge Fund46.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV46.3m	AUM1.0b	#Funds1
Adviser COMMERCE STREET INVESTMENT MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund86.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV86.0m	AUM891.3m	#Funds2
Adviser ADVANCED PORTFOLIO MANAGEMENT, LLC	Hedge Fund25.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV25.9m	AUM2.7b	#Funds1

Brochure Summary

Overview

A. Ryan ALM Advisers, LLC is a wholly owned subsidiary of Ryan ALM, Inc. We were incorporated on May 18, 2005. Our parent was incorporated on June 15, 2004. Ryan ALM Advisers, LLC was granted as a registered SEC investment advisor on September 15, 2005. We offer both full discretion and investment advisory products and services, to certain pooled investment vehicles, and institutional clients with a focus on pension plans. B. Our types of advisory services include: Full Discretion: 1. Liability Beta Portfolio™ = Bonds cash flow-matched vs. liabilities such that the bond portfolio matches and funds the projected liability benefit payment schedule. This provides plan sponsors the Core or low risk portfolio so that the alpha portfolio can grow unencumbered. Assets Under Management (AUM) = $123,461,779 Advisory: 1. Non-discretion = Investment advice based on a particular client objective. For defined benefit plans we advise on Asset/Liability Management (cash flow matching) projected liability benefit payments and Performance Measurement that enhances the Funded

Ratio and reduces Contribution costs. Advisory Clients = $2,349,983,975 Specialty: Ryan ALM, Inc. and its subsidiaries are well known for its Asset/Liability Management (ALM) philosophy, research, products, and services. Indeed, this is how the company was named. Our Custom Liability Index product provided from our Index company (ALM Research Solutions, LLC) contributes to our turnkey system where we build Custom Liability Index for clients and manage the assets as a Liability Beta Portfolio™. Our quarterly newsletter and research have been widely distributed since we started Ryan ALM. C. The Ryan ALM Advisers services are tailored to the client objective’s. If it is a liability objective, we provide a Custom Liability Index through our index division (ALM Research Solutions, LLC). Clients may impose restrictions on investing in certain securities. Indeed, we will always be in harmony with the client investment policy and guidelines. D. We do not participate in wrap fee programs. E. As of December 31, 2022, we currently have $ 2,349,983,975 in non-discretionary assets with $ 123,461,779 in discretionary assets.

RYAN ALM ADVISERS, LLC

RYAN ALM ADVISERS, LLC

RYAN ALM ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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RYAN ALM ADVISERS, LLC RYAN ALM ADVISERS, LLC RYAN ALM ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

RYAN ALM ADVISERS, LLC

RYAN ALM ADVISERS, LLC

RYAN ALM ADVISORS, LLC