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| Ridgewood Investments LLC
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|---|---|
| CRD # | 121220 |
| SEC # | 801-66378 |
| CIK # | 0001781126, 0001703556 |
| AUM | $302.4 MM (2023-03-29) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 973-544-6970 |
| Address | 623 Morris Avenue Springfield, NJ 07081 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MKL | 17,609.0 | 2.7 | |
| HSIC | 10,494.6 | 2.1 | |
| RICK | 459.2 | 2.0 | |
| GOOGL | 1,475,138.5 | 1.9 | |
| QCOM | 147,392.0 | 1.8 | |
| MMM | 74,165.4 | 1.8 | |
| INTC | 154,482.4 | 1.6 | |
| GOOG | 1,482,566.4 | 1.6 | |
| C | 91,678.1 | 1.4 | |
| ORI | 6,828.9 | 1.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Ridgewood Funds LLC | 2020-03-27 | 3.0 | |
| HF | Ridgewood Select Value Funds | 2019-03-29 | 10.2 | |
| HF | Ridgewood Dividend Partners Fund | [2017-03-30] | 0.0 | 7.2 |
| Other | Freedom Income Fund I Series | [2015-03-30] | 0.0 | 12.3 |
| RE | Freedom Real Estate Series 1 | [2015-03-30] | 0.0 | 2.4 |
| RE | Ridgewood Real Estate Series 1 | [2015-03-30] | 0.0 | 5.6 |
| Other | Freedom Income Fund I | 2013-04-01 | 3.0 | |
| HF | Ridgewood Investment Fund LP | 2012-03-16 | 1.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 32.1 |
| (b) Individuals (high net worth individuals) | 59 | 197.0 |
| (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 | 6 | 45.9 |
| (g) Pension and profit sharing plans | 33 | 27.4 |
| (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 | 591 | 302.4 |
| By Discretionary | ||
| Discretionary | 534 | 246.2 |
| Non-Discretionary | 57 | 56.2 |
| Total | 591 | 302.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 302.4 | |
| Total | 591 | 302.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Kaushal Majmudar | 5 | ||
| Ridgewood Investments LLC | 2 | ||
| Ridgewood Funds LLC | 2 | ||
| Freedom Income Fund Management LLC | 1 | ||
| Kaushal Ken Majmudar | 1 | ||
| Freedom Income Fund Management LLC Freedom Income Fund I Series | 1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001703556] | |
| D | [0001781126] |
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