The RIDGEWOOD INVESTMENTS is a privately held investment adviser that advises $362.92mn in regulatory assets under management held in 2 SEC fund types across 4 investment strategies. RIDGEWOOD INVESTMENTS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 2.77% over the last 5-years.
The Group has been registered with the SEC for 20.37 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 623 MORRIS AVENUE, SPRINGFIELD, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 7 employees comprised of 5 investment and 2 non-investment staff. The total number of Employees increased by 16.67% over the last 5-years.
Their $362.92mn in assets advised are owned by 62 private funds, 0 public funds and BDCs and 37 other accounts. Assets of High Net Worth Individuals clients own $222.4mn or 61.28% of Total Assets and Individuals own $71.72mn or 19.76% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Real Estate and Digital Assets, representing 43.07%, 25.81% and 15.63% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 5 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
RIDGEWOOD INVESTMENTS names 3 sub-advisers FREEDOM ADVENTURES INC, FREEDOM WEALTH ADVISORS LLC, GLOBAL ASSET SERVICES to 3 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.