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| Ridgewood Investments LLC
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| CRD # | 121220 |
| SEC # | 801-66378 |
| CIK # | 0001781126, 0001703556 |
| AUM | 419.2 M (2026-04-03) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 973-544-6970 |
| Address | 623 Morris Avenue Springfield, NJ 07081 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 7.7 | ||
| Markel Corp | 3.7 | ||
| Alphabet Inc | 3.7 | ||
| Facebook Inc | 3.1 | ||
| Bristol Myers Squibb Co | 2.5 | ||
| Microsoft Corp | 2.5 | ||
| Texas Instruments Inc | 2.5 | ||
| Qualcomm Inc/DE | 2.3 | ||
| Medtronic Holdings Ltd | 2.2 | ||
| PepsiCo Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Global Crypto Opportunity Fund Series | [2023-07-06] | 170.0 M | 6.2 M |
| Filed 2025-08-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Ridgewood Funds LLC | 2020-03-27 | 4.8 M | |
| HF | Ridgewood Select Value Funds | 2019-03-29 | 7.4 M | |
| HF | Ridgewood Dividend Partners Fund | [2017-03-30] | 9.6 M | |
| Filed 2017-02-07 (D) · Exemption 506(b) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Freedom Income Fund I Series | [2015-03-30] | 6.1 M | |
| Filed 2012-03-07 (D) · Exemption 506, 4(6), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Freedom Real Estate Series 1 | [2015-03-30] | 1.7 M | |
| Filed 2015-02-26 (D) · Exemption 506(b) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Ridgewood Real Estate Series 1 | [2015-03-30] | 3.8 M | |
| Filed 2015-02-26 (D) · Exemption 506(b) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Freedom Income Fund I | 2013-04-01 | 3.0 M | |
| HF | Ridgewood Investment Fund LP | 2012-03-16 | 1.5 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 71.7 |
| (b) Individuals (high net worth individuals) | 56 | 222.4 |
| (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 | 62 | 33.5 |
| (g) Pension and profit sharing plans | 37 | 29.2 |
| (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 | 26 | 62.4 |
| Total | 576 | 419.2 |
| By Discretionary | ||
| Discretionary | 550 | 355.5 |
| Non-Discretionary | 26 | 63.7 |
| Total | 576 | 419.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 418.0 | |
| Total | 576 | 419.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ashok Nayyar | Executive Officer | 4 | 3 | |
| Purvang Desai | Executive Officer | 3 | 3 | |
| None MC Partners GP LLC | Executive Officer | 3 | 3 | |
| Kaushal Majmudar | Executive Officer | 6 | 2 | |
| Ridgewood Investments LLC | Promoter | 2 | 2 | |
| Ridgewood Funds LLC | Executive Officer, Promoter | 2 | 1 | |
| Freedom Income Fund Management LLC Freedom Income Fund I Series | Director | 1 | 1 | |
| Kaushal Ken Majmudar | Executive Officer | 1 | 1 | |
| Freedom Income Fund Management LLC | Executive Officer | 1 | 1 | |
| None MC Credit Associates SN LP | Executive Officer | 1 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001703556] | |
| D | [0001703556] | |
| D | [0001781126] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Real Estate |
| LEI | 984500A865D05D7BF855 |
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