The RIDGEVIEW ASSET MANAGEMENT PARTNERS is a privately held investment adviser that advises $387.89mn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. RIDGEVIEW ASSET MANAGEMENT PARTNERS 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 139.02% over the last 5-years.
The Group has been registered with the SEC for 9.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 60 LONG RIDGE ROAD SUITE 306, STAMFORD, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $387.89mn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $312.59mn or 80.59% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $67.59mn or 17.43% of Total Assets.
The Group's top investment strategies include Traditional LBO, FI/Credit - Diverse and Real Estate, representing 56.52%, 22.55% and 20.94% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $3.1mn in assets.
The Group discloses management fees and performance-based fees.
RIDGEVIEW ASSET MANAGEMENT PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.