RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC
Adviser information for RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 105 | $272.9M |
| Non-Discretionary | 0 | $0 |
| Total | 105 | $272.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 97 | $202.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $65.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 2 | $5.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-110015 |
|---|---|
| SEC ERA File Number | 801-110015 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 283786 |
| Legal Entity Identifier | None |
Principal Office
60 LONG RIDGE ROADSUITE 306
STAMFORD
CT
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 203-595-5535, Fax: None
Websites
www.ridgeviewasset.com
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Chief Compliance Officer
MICHAEL ROBINSON
MANAGING MEMBER
60 LONG RIDGE ROAD
SUITE 306
STAMFORD
CT
United States
Tel:
203-595-5535
R*******@*****************M
(Full email address available in API data)
Industry Affiliates
| RIDGEVIEW GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RIDGEVIEW GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RIDGEVIEW GP IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RIDGEVIEW GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| RIDGEVIEW ARWOOD SPV LP | Private Equity Fund | $1.6M | $0.1M | 6 |
| RIDGEVIEW ASSET MANAGEMENT OPPORTUNITY FUND II, LP | Private Equity Fund | $19.1M | $0.5M | 29 |
| RIDGEVIEW ASSET MANAGEMENT OPPORTUNITY FUND, LP | Private Equity Fund | $16.0M | $0.5M | 22 |
| RIDGEVIEW ASSET MANAGEMENT PRIVATE CREDIT FUND, LP | PRIVATE CREDIT FUND | $12.7M | $0.5M | 18 |
| RIDGEVIEW ASSET MANAGEMENT REAL ESTATE FUND, LP | Private Equity Fund | $14.2M | $0.5M | 21 |
| RIDGEVIEW DOD SPV LP | Private Equity Fund | $1.4M | $0.1M | 7 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROBINSON, MICHAEL, WILLIAM | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 09/2015 | 50-75% |
| WATKINS, JOHN, WINSLOW | Individual | – | EXECUTIVE CHAIRMAN | 09/2015 | 50-75% |
| SEMMER, ANN, THERESA | Individual | – | CHIEF OPERATING OFFICER | 02/2019 | < 5% |