|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Ridgeview Asset Management Partners LLC
✚
|
|
|---|---|
| CRD # | 283786 |
| SEC # | 801-110015 |
| CIK # | |
| AUM | $321.5 M (2025-03-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 203-595-5535 |
| Address | 60 Long Ridge Road Stamford, CT 06902 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Ridgeview Asset Management Private Credit Fund LP | [2024-03-29] | 13.1 | 15.2 |
| PE | Ridgeview Asset Management Opportunity Fund II LP | [2022-03-24] | 19.1 | 19.1 |
| RE | Ridgeview Asset Management Real Estate Fund LP | [2022-03-24] | 14.2 | 14.2 |
| PE | Ridgeview Arwood SPV LP | [2021-03-16] | 1.6 | 1.6 |
| PE | Ridgeview Brazil SPV LP | [2021-03-16] | 1.7 | 0.0 |
| PE | Ridgeview DOD SPV LP | [2021-03-16] | 0.0 | 1.4 |
| PE | Ridgeview Asset Management Opportunity Fund LP | [2019-01-15] | 4.0 | 16.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 105 | 247.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 67.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 113 | 321.5 |
| By Discretionary | ||
| Discretionary | 113 | 321.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 113 | 321.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 321.5 | |
| Total | 113 | 321.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Robinson | 48 | ||
| John Watkins | 9 | ||
| Ridgeview Asset Management Partners LLC | 7 | ||
| Ridgeview GP III LLC | 1 | ||
| Ridgeview GP IV LLC | 1 | ||
| Ridgeview GP LLC | 1 | ||
| Ridgeview GP II LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Iron Financial LLC
✚
|
IL | 0.5 |
|
Mainsail Asset Management LLC
✚
|
AL | 0.4 |
|
Las Olas Capital Advisors LLC
✚
|
FL | 0.4 |
|
Valiant Wealth LLC
✚
|
IA | 0.4 |
|
Clearwell Advisors LLC
✚
|
FL | 0.4 |
|
ACP Capital Management LLC
✚
|
FL | 0.2 |
|
SWBC Investment Company
✚
|
TX | 0.2 |
|
Mainline Investment Advisers LLC
✚
|
PA | 0.2 |
|
Pactolus Private Wealth Management LLC
✚
|
VA | 0.2 |
|
Cain Capital LLC
✚
|
TX | 0.2 |