|
⚲
|
| Keyboard |
| Ridgeline Research LLC
✚
|
|
|---|---|
| CRD # | 300807 |
| SEC # | 801-117858 |
| CIK # | 0001767909 |
| AUM | 137.0 M (2026-03-20) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 301-685-7171 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767909 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.6 | ||
| Microsoft Corp | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Apple Inc | 0.2 | ||
| Palantir Technologies Inc | 0.2 | ||
| Palo Alto Networks Inc | 0.2 | ||
| Cisco Systems Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Tesla Motors Inc | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| CrowdStrike Holdings Inc | 0.2 | ||
| Lockheed Martin Corp | 0.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.2 | ||
| Northrop Grumman Corp /DE/ | 0.2 | ||
| United Technologies Corp /DE/ | 0.2 | ||
| General Dynamics Corp | 0.1 | ||
| Visa Inc | 0.1 | ||
| Harris Corp /DE/ | 0.1 | ||
| Fortinet Inc | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Advanced Micro Devices Inc | 0.1 | ||
| Micron Technology Inc | 0.1 | ||
| iShares Gold Trust Micro | 0.1 | ||
| Netflix Inc | 0.1 | ||
| Oracle Corp | 0.1 | ||
| KKR & Co LP | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| 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 | 1 | 137.0 |
| (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 | 1 | 137.0 |
| By Discretionary | ||
| Discretionary | 1 | 137.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 137.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.0 | |
| Total | 1 | 137.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001767909] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Haverstock Capital LLP
✚
|
139.6 M | |
|
PennantPark Private Income Fund Advisers LLC
✚
|
FL | 138.8 M |
|
SWP Investment Management LLC
✚
|
OH | 138.4 M |
|
Stock Farm Partners LLC
✚
|
CA | 137.7 M |
|
SQN Venture Partners LLC
✚
|
SC | 137.3 M |
|
Beyond Investing LLC
✚
|
136.7 M | |
|
Old Barn Capital LLC
✚
|
136.6 M | |
|
Bright Portfolios LLC
✚
|
MO | 135.7 M |
|
Morningside Asset Management LLC
✚
|
DE | 135.6 M |
|
Dreamers Management LLC
✚
|
CA | 135.2 M |