Castle Ridge Investment Management LP

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Assets, Funds, Holdings

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Castle Ridge Investment Management LP
CRD #175498
SEC #801-81184
CIK #0001647781, 0001777837
AUM
Employees 7 (57% Investors, 0% Brokers)
Phone203-489-4300
Address591 West Putnam Avenue
Greenwich, CT 06830-6005
Source [IAPD] [EDGAR]
Total AUM ($M)
4003202401608002010201420192024
Sector Form 13F Holdings Value ($M)
Brookdale Senior Living Inc 8.6
American Homes 4 Rent 7.3
Hudson Pacific Properties Inc 6.5
Sun Communities Inc 6.3
Kilroy Realty Corp 5.5
GEO Group Inc 5.4
Equinix Inc 4.5
Apartment Investment & Management Co 3.9
U-Store-It Trust 3.9
STAG Industrial Inc 2.2
View All
Holdings by Sector ($M)
3002401801206002014201520162018
Type Form D Funds Date Sold ($M) AUM ($M)
HF Castle Ridge Real Estate Master Fund LP [2015-07-21] 7.0 351.3
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 4 351.3
By Discretionary
Discretionary 4 351.3
Non-Discretionary 0 0.0
Total 4 351.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 351.3
Total 4 351.3
Form D Directors # Filings # Firms 2011 - 2025
Matt Auriemma 106
Julie OHara 115
Castle Ridge Investment Management LP 2
Michael Swotes 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001647781]
D [0001777837]
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