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| Happy Holidays!! thanks for using AUM13F!! |
| Ridge Capital Management LLC
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| CRD # | 127200 |
| SEC # | 801-123375 |
| CIK # | |
| AUM | $167.1 M (2025-03-28) |
| Employees | 6 (67% Investors, 67% Brokers) |
| Phone | 770-516-7747 |
| Address | 5900 Windward Parkway Alpharetta, GA 30005 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 39.1 |
| (b) Individuals (high net worth individuals) | 69 | 124.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 241 | 167.1 |
| By Discretionary | ||
| Discretionary | 241 | 167.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 241 | 167.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.1 | |
| Total | 241 | 167.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Calvert Wealth Management Inc
✚
|
MD | 0.2 |
|
Corrales & Company LLC
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FL | 0.2 |
|
Taurus Capital Advisors LLC
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OR | 0.2 |
|
Shotwell Rutter Baer Inc
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|
MI | 0.2 |
|
Lind Capital Partners LLC
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|
IL | 0.2 |
|
Financial Architects LLC
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|
GA | 0.2 |
|
Affinity Wealth LLC
✚
|
OH | 0.2 |
|
HBA Advisors LLC
✚
|
CA | 0.2 |
|
Cross State Financial Group LLC
✚
|
NM | 0.2 |
|
Tempered Investment Management Ltd
✚
|
0.2 |