Eagle Ridge Investment Management LLC
- Assets, Funds, Holdings
| Message |
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| Eagle Ridge Investment Management LLC
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| CRD # | 147824 |
| SEC # | 801-69450 |
| CIK # | 0001445891 |
| AUM |
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| Employees |
13 (54% Investors, 0% Brokers)
|
| Phone | 203-227-4515 |
| Address | 4 High Ridge Park
Stamford, CT 06905-1325 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
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Total AUM ($M)
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| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
141
|
57.5 |
| (b) Individuals (high net worth individuals) |
232
|
1,005.2 |
| (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 |
5 |
20.0 |
| (h) Charitable organizations |
11 |
75.8 |
| (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 |
2 |
5.4 |
| (n) Other |
0 |
0.0 |
| Total |
919 |
1,163.8 |
| By Discretionary |
| Discretionary |
878 |
1,082.7 |
| Non-Discretionary |
41 |
81.1 |
| Total |
919 |
1,163.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
13.1 |
| United States Persons |
|
1,150.7 |
| Total |
919 |
1,163.8 |
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