LONG RIDGE EQUITY PARTNERS

LONG RIDGE CAPITAL MANAGEMENT LP Legal Name

Adviser information for LONG RIDGE EQUITY PARTNERS last updated from Form ADV on March 27th, 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 Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 24
Investment Advisory/Research 17
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
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 14 $2.1B
Non-Discretionary 0 $0
Total 14 $2.1B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 14 $2.1B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
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 21

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-115107
SEC ERA File Number 801-115107
SEC CIK Numbers None
SEC CRD Numbers 163730
Legal Entity Identifier None

Principal Office

505 5TH AVENUE
22ND FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00-5:00
Tel: 212-951-8651, Fax: None

Chief Compliance Officer

DONNA LITTLE
PARTNER, CFO
505 5TH AVENUE
22ND FLOOR
NEW YORK
NY
United States
Tel: 212-913-9675
(Full email address available in API data)

Regulatory Contact

KEVIN BHATT
MANAGING PARTNER
505 5TH AVENUE
22ND FLOOR
NEW YORK
NY
United States
Tel: 212-951-8694
(Full email address available in API data)

Industry Affiliates

LONG RIDGE EQUITY PARTNERS GP II, LP Sponsor, GP, manager of pooled investment vehicles
LONG RIDGE EQUITY PARTNERS GP III, LP Sponsor, GP, manager of pooled investment vehicles
LONG RIDGE EQUITY PARTNERS GP IV, LP Sponsor, GP, manager of pooled investment vehicles
LONG RIDGE EQUITY PARTNERS LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
LONG RIDGE EQUITY OFFSHORE PARTNERS I LP Private Equity Fund $11.0M $0.1M 5
LONG RIDGE EQUITY PARTNERS I LP Private Equity Fund $36.5M $0.1M 42
LONG RIDGE EQUITY PARTNERS II-B, LP Private Equity Fund $233.1M $0.1M 8
LONG RIDGE EQUITY PARTNERS II, LP Private Equity Fund $411.9M $0.1M 35
LONG RIDGE EQUITY PARTNERS III-B, LP Private Equity Fund $136.7M $0.1M 11
LONG RIDGE EQUITY PARTNERS III, LP Private Equity Fund $357.8M $0.1M 58
LONG RIDGE EQUITY PARTNERS IV-B, LP Private Equity Fund $177.6M $0.1M 11
LONG RIDGE EQUITY PARTNERS IV-C, LP Private Equity Fund $32.0M $0.1M 39
LONG RIDGE EQUITY PARTNERS IV, LP Private Equity Fund $522.4M $0.1M 44
LONG RIDGE PARALLEL ACQUEON HOLDINGS, LLC Private Equity Fund $37.8M $0.1M 18
LONG RIDGE PARALLEL AUTHENTICID HOLDINGS, LLC Private Equity Fund $59.1M $0.1M 27
LONG RIDGE PARALLEL NT PARENT, LLC Private Equity Fund $48.1M $0.1M 2
LONG RIDGE PARALLEL PROCESSUNITY HOLDINGS, LLC Private Equity Fund $21.1M $0.1M 7
LONG RIDGE PARALLEL RJ HOLDINGS, LLC Private Equity Fund $21.5M $0.1M 13

Control Persons

Name Type Entity Title Since Ownership
BROWN, JAMES, GERARD Individual MANAGING PARTNER / LIMITED PARTNER 01/2012 50-75%
BHATT, KEVIN, BHALCHANDRA Individual MANAGING PARTNER / LIMITED PARTNER 01/2013 50-75%
LITTLE, DONNA, MARIE Individual PARTNER / CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER 04/2013 < 5%
LONG RIDGE CAPITAL MANAGEMENT GP, LLC Domestic Entity GENERAL PARTNER 01/2012 < 5%
BROWN, JAMES, GERARD Individual LONG RIDGE CAPITAL MANAGEMENT GP, LLC MEMBER 01/2012 50-75%
BHATT, KEVIN, BHALCHANDRA Individual LONG RIDGE CAPITAL MANAGEMENT GP, LLC MEMBER 01/2013 50-75%
SINGH, ANGAD Individual PARTNER 12/2019 < 5%
Cedar, Andrew, Newman Individual PARTNER 12/2022 < 5%
MELTON, JASON, SHELDON Individual PARTNER 12/2022 < 5%

No. Employees, Historic

30150201920202021202220232024202514 on 4/4/201915 on 3/27/202014 on 3/30/202117 on 3/31/202219 on 3/30/202319 on 1/9/202424 on 3/27/2024

RAUM, Historic

3B2B02019202020212022202320242025453502902 on 4/4/2019575578684 on 3/27/20201040119753 on 3/30/20211139515423 on 3/31/20221191648432 on 3/30/20231191648432 on 1/9/20242106616732 on 3/27/2024

No. Clients, Historic

2010020192020202120222023202420257 on 4/4/20198 on 3/27/202011 on 3/30/202110 on 3/31/202211 on 3/30/202311 on 1/9/202414 on 3/27/2024