Ridgewood Investments LLC

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Assets, Funds, Holdings

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CAFR Data
Ridgewood Investments LLC
CRD #121220
SEC #801-66378
CIK #
AUM $333.9 MM (84% Disc, 100% US, 2020-03-27)
Employees5 (100% Investors, 0% Brokers)
Phone973-544-6970
Address623 Morris Avenue
Springfield, NJ 07081
Source [IAPD] [Website]
Total AUM ($MM)
3352682011346702006201120162021
Sector Issuer Cap ($MM) Value ($MM)
SPLV 3.9
MKL 12,660.0 3.7
AX 1,320.0 2.4
HSIC 8,500.0 2.4
IDLV 2.2
BDX 67,290.0 2.0
USMV 1.9
VTI 1.9
MMM 87,480.0 1.7
MNR 1,270.0 1.7
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Ridgewood Dividend Partners Fund [2017-02-07] 0.0 6.8
RE Freedom Real Estate Series 1 [2015-02-26] 0.0 4.4
RE Ridgewood Real Estate Series 1 [2015-02-26] 0.0 10.3
Other Freedom Income Fund I Series [2012-03-07] 0.0 9.5
Other Freedom Income Fund I 3.0
RE Ridgewood Funds LLC 0.6
HF Ridgewood Investment Fund LP 1.5
HF Ridgewood Select Value Funds 3.0
View All
Fund Directors # Filings # Firms 2011 - 2020
Kaushal Majmudar 3 1
Ridgewood Funds LLC 2 1
Ridgewood Investments LLC 1 1
Freedom Income Fund Management LLC 1 1
Freedom Income Fund Management LLC Freedom Income Fund I Series 1 1
Kaushal Ken Majmudar 1 1
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Centara Capital Management Group Inc
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