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| Happy Holidays!! thanks for using AUM13F!! |
| Ridgewood Investments LLC
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| CRD # | 121220 |
| SEC # | 801-66378 |
| CIK # | 0001703556, 0001781126 |
| AUM | $346.7 M (2025-03-28) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 973-544-6970 |
| Address | 623 Morris Avenue Springfield, NJ 07081 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001703556 0001781126 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 5.2 | ||
| Markel Corp | 3.9 | ||
| Microsoft Corp | 3.2 | ||
| Facebook Inc | 2.9 | ||
| Medtronic Holdings Ltd | 2.6 | ||
| Qualcomm Inc/DE | 2.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.4 | ||
| Texas Instruments Inc | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| Microchip Technology Inc | 2.2 | ||
| Pfizer Inc | 2.0 | ||
| CNH Industrial NV | 2.0 | ||
| Applied Materials Inc /DE | 1.9 | ||
| Bristol Myers Squibb Co | 1.9 | ||
| Price T Rowe Group Inc | 1.9 | ||
| Henry Schein Inc | 1.8 | ||
| PepsiCo Inc | 1.8 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Global Crypto Opportunity Fund Series | [2023-07-06] | 0.9 | 1.4 |
| RE | Ridgewood Funds LLC | 2020-03-27 | 5.1 | |
| HF | Ridgewood Select Value Funds | 2019-03-29 | 9.1 | |
| HF | Ridgewood Dividend Partners Fund | [2017-03-30] | 0.0 | 6.8 |
| Other | Freedom Income Fund I Series | [2015-03-30] | 0.0 | 8.4 |
| RE | Freedom Real Estate Series 1 | [2015-03-30] | 0.0 | 1.4 |
| RE | Ridgewood Real Estate Series 1 | [2015-03-30] | 0.0 | 3.2 |
| Other | Freedom Income Fund I | 2013-04-01 | 3.0 | |
| HF | Ridgewood Investment Fund LP | 2012-03-16 | 1.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 15.2 |
| (b) Individuals (high net worth individuals) | 70 | 213.8 |
| (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 | 33.9 |
| (g) Pension and profit sharing plans | 22 | 27.7 |
| (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 | 33 | 56.0 |
| (n) Other | 0 | 0.0 |
| Total | 469 | 346.7 |
| By Discretionary | ||
| Discretionary | 436 | 290.6 |
| Non-Discretionary | 33 | 56.0 |
| Total | 469 | 346.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 346.7 | |
| Total | 469 | 346.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Kaushal Majmudar | 6 | ||
| Ridgewood Investments LLC | 2 | ||
| Ridgewood Funds LLC | 2 | ||
| Freedom Income Fund Management LLC | 1 | ||
| Income Fund LLC Freedom | 1 | ||
| Freedom Income Fund Management LLC Freedom Income Fund I Series | 1 | ||
| Kaushal Ken Majmudar | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001703556] | |
| D | [0001703556] | |
| D | [0001781126] |
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