{"url":"https://nivawealth.com/firms/ruane-cunniff-and-goldfarb-285971","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/285971","regulatoryAum":10525505890,"crd":"285971","secFileNumber":"801-111872","legalName":"Ruane, Cunniff & Goldfarb L.P.","displayName":"Ruane, Cunniff & Goldfarb","website":"http://www.ruanecunniff.com","linkedinUrl":"https://www.linkedin.com/company/ruane-cunniff","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"45 Rockefeller Plaza, 34th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10111"},"tradeNames":[],"registration":{"secApproved":"18 October 2017","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":52,"advisory":12,"brokerDealerReps":2,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":10525505890,"discretionaryAccounts":1213,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":2,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":1138,"regulatoryAum":3932456089},{"label":"Investment companies","clients":1,"regulatoryAum":3788837987},{"label":"Pension and profit-sharing plans","clients":11,"regulatoryAum":1816729758},{"label":"Charitable organizations","clients":31,"regulatoryAum":728647262},{"label":"Corporations and other businesses","clients":32,"regulatoryAum":258834794}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":4009534155},{"name":"BNY Mellon Capital Markets, LLC","shortName":"BNY Mellon Capital Markets","location":"New York, NY","smaAssets":1940488796}],"custodyNote":"Ruane, Cunniff & Goldfarb has custody of $103.9M for 1 clients.","otherCustodians":[],"leadership":[{"name":"Patrick Dennis","title":"Chief Financial Officer","crd":"6583737"},{"name":"JENNIFER Rusk","title":"Chief Operating Officer","crd":"5265976"},{"name":"Yau Dun Lee-Cotoia","title":"Chief Compliance Officer","crd":"6532968"},{"name":"Michael Benwitt","title":"General Counsel","crd":"6046442"},{"name":"John Harris","title":"Managing Director","crd":"3271614"}],"ownership":[{"label":"Ruane, Cunniff & Goldfarb Inc.","detail":"Limited partner in the 75% or more ownership band and a control person, since November 2016."},{"label":"John Harris","detail":"Indirect owner: managing partner of RCG-GP LLC and a control person, since February 2018.","parent":"RCG-GP LLC"},{"label":"Gregory Alexander","detail":"Indirect owner: management committee member of RCG-GP LLC and a control person, since February 2018.","parent":"RCG-GP LLC"},{"label":"Arman Gokgol-Kline","detail":"Indirect owner: management committee member of RCG-GP LLC and a control person, since January 2019.","parent":"RCG-GP LLC"},{"label":"Trevor Magyar","detail":"Indirect owner: management committee member of RCG-GP LLC and a control person, since January 2019.","parent":"RCG-GP LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"444 West Lake Street","city":"Chicago"}]},{"state":"New York","offices":1,"addresses":[{"street":"45 Rockefeller Plaza, 34th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-832-5280","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":97},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/285971/PDF/285971.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ruane, Cunniff & Goldfarb have?","answer":"Ruane, Cunniff & Goldfarb has 1,213 clients and manages $10.5 billion for them, as of March 2026. They include 1,138 high-net-worth individuals, 32 corporations and other businesses and 31 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ruane, Cunniff & Goldfarb offer?","answer":"Ruane, Cunniff & Goldfarb provides portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Ruane, Cunniff & Goldfarb use?","answer":"Ruane, Cunniff & Goldfarb’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $4,009,534,155 and BNY Mellon Capital Markets, LLC (New York, NY), with $1,940,488,796. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ruane, Cunniff & Goldfarb have?","answer":"Ruane, Cunniff & Goldfarb has 0 investment adviser representatives registered with state securities authorities, out of 52 employees, and 12 perform investment advisory functions. 2 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ruane, Cunniff & Goldfarb invest in?","answer":"At the end of its last fiscal year, Ruane, Cunniff & Goldfarb’s separately managed accounts held 97% exchange-traded equities and 3% cash and equivalents. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ruane, Cunniff & Goldfarb?","answer":"Ruane, Cunniff & Goldfarb’s direct owner is Ruane, Cunniff & Goldfarb Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ruane, Cunniff & Goldfarb get paid?","answer":"Ruane, Cunniff & Goldfarb is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/ruane-cunniff-and-goldfarb-285971/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1720792/000091957426005176/0000919574-26-005176-index.html","totalValue":6427481573,"positionCount":54,"top10Share":0.6657921870949252,"top10":[{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":712693699,"shares":1994274,"shareType":"SH","priorValue":608949709,"priorShares":2117644},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":560058278,"shares":1172725,"shareType":"SH","priorValue":408385201,"priorShares":1208419},{"issuer":"LIBERTY MEDIA CORP DEL","titleOfClass":"COM LBTY 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}