Hedge Fund Database

RIDGEMONT PARTNERS MANAGEMENT, LLC

Adviser information for RIDGEMONT PARTNERS MANAGEMENT, 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 58
Investment Advisory/Research 58
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 32 $7.6B
Non-Discretionary 1 $8.8M
Total 33 $7.6B

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 32 $7.6B
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 <5 $65.1M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMFixed feesPerformance-based fees

Identifiers

SEC RIA File Number 801-73313
SEC ERA File Number 801-73313
SEC CIK Numbers 1594467
SEC CRD Numbers 157421
Legal Entity Identifier None

Principal Office

101 S. TRYON STREET
SUITE 3400
CHARLOTTE
NC
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 704/944-0914, Fax: 704/644-0093

Websites

ridgemontequitypartners.net www.linkedin.com/company/ridgemont-equity-partners ridgemontpe.com ridgemontpe.net www.ridgemontep.com ridgemontequity.com ridgemontequity.net ridgemontequitypartners.com

Chief Compliance Officer

MR. EDWARD A. BALOGH, JR.
COO, CFO
101 S. TRYON STREET
SUITE 2800
CHARLOTTE
NC
United States
Tel: 704/944-0966
Fax: 704/644-0093
(Full email address available in API data)

Regulatory Contact

JOHN J. PURCELL
MEMBER
101 S. TRYON STREET
SUITE 3400
CHARLOTTE
NC
United States
Tel: 704/944-0970
Fax: 704/644-0093
(Full email address available in API data)

Industry Affiliates

REP CO-INVEST GP, LLC Sponsor, GP, manager of pooled investment vehicles
REP COINVEST GP II-A, LLC Sponsor, GP, manager of pooled investment vehicles
REP COINVEST III AAD GP, LLC Sponsor, GP, manager of pooled investment vehicles
REP COINVEST III AGP GP, LLC Sponsor, GP, manager of pooled investment vehicles
REP COINVEST III OMNI GP, LLC Sponsor, GP, manager of pooled investment vehicles
REP COINVEST III TEC GP, LLC Sponsor, GP, manager of pooled investment vehicles
REP RO COINVEST IV GP, LLC Sponsor, GP, manager of pooled investment vehicles
REP WWP COINVEST IV GP, LLC Sponsor, GP, manager of pooled investment vehicles
RIDGEMONT CAPITAL MANAGEMENT V, L.P. Sponsor, GP, manager of pooled investment vehicles
RIDGEMONT EQUITY ENERGY MANAGEMENT, L.P. Sponsor, GP, manager of pooled investment vehicles
RIDGEMONT EQUITY MANAGEMENT HS CF, L.P. Sponsor, GP, manager of pooled investment vehicles
RIDGEMONT EQUITY MANAGEMENT I, L.P. Sponsor, GP, manager of pooled investment vehicles
RIDGEMONT EQUITY MANAGEMENT II, L.P. Sponsor, GP, manager of pooled investment vehicles
RIDGEMONT EQUITY MANAGEMENT III, L.P. Sponsor, GP, manager of pooled investment vehicles
RIDGEMONT EQUITY MANAGEMENT IV, L.P. Sponsor, GP, manager of pooled investment vehicles
RIDGEMONT SECONDARY MANAGEMENT I, L.P. Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BANC OF AMERICA CAPITAL INVESTORS V, L.P. Private Equity Fund $8.8M $995.0M 1
REP COINVEST BLOCKER II-A, L.P. Private Equity Fund $0.2M $6.1M 2
REP COINVEST HOLDINGS II-A, L.P. Private Equity Fund $1.3M $0.0M 20
REP COINVEST III AAD, L.P. Private Equity Fund $0.0M $0.1M 35
REP COINVEST III AGP BLOCKER, L.P. Private Equity Fund $156.6M $0.0M 14
REP COINVEST III AGP, L.P. Private Equity Fund $133.0M $0.2M 15
REP COINVEST III OMNI, L.P. Private Equity Fund $117.6M $0.1M 25
REP COINVEST III TEC, L.P. Private Equity Fund $192.1M $0.1M 37
REP COINVEST III-A OMNI, L.P. Private Equity Fund $79.8M $0.1M 15
REP COINVEST III-B OMNI, L.P. Private Equity Fund $22.9M $16.5M 1
REP COINVEST TOPCO, L.P. Private Equity Fund $0.4M $0.7M 10
REP PATRIOT COINVEST IV-B, L.P. Private Equity Fund $7.0M $7.0M 1
REP PATRIOT COINVEST IV, L.P. Private Equity Fund $78.8M $0.3M 21
REP RO COINVEST IV-A BLOCKER CORPORATION Private Equity Fund $82.6M $0.1M 10
REP WWP COINVEST IV-A BLOCKER CORPORATION Private Equity Fund $3.2M $0.8M 3
REP WWP COINVEST IV, L.P. Private Equity Fund $14.1M $0.0M 19
RIDGEMONT COINVEST FUND, L.P. Private Equity Fund $50.3M $0.3M 9
RIDGEMONT EQUITY PARTNERS AFFILIATES I, L.P. Private Equity Fund $2.2M $0.1M 24
RIDGEMONT EQUITY PARTNERS AFFILIATES II-B, L.P. Private Equity Fund $6.4M $0.1M 30
RIDGEMONT EQUITY PARTNERS AFFILIATES II, L.P. Private Equity Fund $8.9M $0.1M 35
RIDGEMONT EQUITY PARTNERS AFFILIATES III, L.P. Private Equity Fund $42.1M $0.0M 86
RIDGEMONT EQUITY PARTNERS AFFILIATES IV-B, L.P. Private Equity Fund $89.5M $5.0M 2
RIDGEMONT EQUITY PARTNERS AFFILIATES IV, L.P. Private Equity Fund $17.6M $0.1M 65
RIDGEMONT EQUITY PARTNERS ENERGY OPPORTUNITY FUND, L.P. Private Equity Fund $491.0M $0.0M 65
RIDGEMONT EQUITY PARTNERS HS CF, L.P. Private Equity Fund $310.2M $0.0M 26
RIDGEMONT EQUITY PARTNERS I-B, L.P. Private Equity Fund $63.5M $0.5M 29
RIDGEMONT EQUITY PARTNERS I, L.P. Private Equity Fund $50.4M $0.3M 26
RIDGEMONT EQUITY PARTNERS II-B, L.P. Private Equity Fund $115.4M $0.0M 14
RIDGEMONT EQUITY PARTNERS II, L.P. Private Equity Fund $602.7M $0.3M 39
RIDGEMONT EQUITY PARTNERS III, L.P. Private Equity Fund $2,502.8M $0.1M 90
RIDGEMONT EQUITY PARTNERS IV, L.P. Private Equity Fund $2,256.4M $0.0M 156
RIDGEMONT PARTNERS SECONDARY FUND I, L.P. Private Equity Fund $61.5M $1.0M 18

Control Persons

Name Type Entity Title Since Ownership
BALOGH, EDWARD, ALBERT Individual – CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER 05/2010 < 5%
RIDGEMONT PARTNERS MANAGEMENT HOLDINGS, L.P. Domestic Entity – SOLE MEMBER OF RIDGEMONT PARTNERS MANAGEMENT, LLC 09/2013 > 75%

No. Employees, Historic

6030020202021202220232024202546 on 3/30/202051 on 3/31/202150 on 3/31/202250 on 4/20/202254 on 3/30/202358 on 3/28/202458 on 3/29/2024

RAUM, Historic

10B5B02020202120222023202420254597457681 on 3/30/20204950800070 on 3/31/20216859441271 on 3/31/20226859441271 on 4/20/20229676520191 on 3/30/20237634744615 on 3/28/20247634744615 on 3/29/2024

No. Clients, Historic

4020020202021202220232024202515 on 3/30/202017 on 3/31/202123 on 3/31/202223 on 4/20/202228 on 3/30/202332 on 3/28/202432 on 3/29/2024

Holdings

From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
Forward Air Corp COM 36M 2M –
KIMBELL RTY PARTNERS LP UNIT 96M 6M –