RIDGELEIGH CAPITAL
Firm details
- Headquarters
- SUMMIT, New Jersey
- CRD number
- 171905
- Registered since
- June 30, 2014
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Corporations / Businesses82.26%
- Charitable Organizations13.26%
- Pooled Investment Vehicles4.48%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Ridgeleigh Capital is an LLC that operates as a hedge-fund style investment adviser and is SEC-registered since 2014. The firm is individually owned and directs its services toward institutional clients. Its fee arrangements include percentage-of-AUM, fixed fees and performance-based components, consistent with active management of pooled vehicles. Ridgeleigh’s advisory remit focuses on portfolio management for pooled investment vehicles and for business or institutional accounts, and it also performs selection of other advisers. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Ridgeleigh also has roles on the sponsor and operating side of pooled vehicles, acting at times as a general partner or managing member. That dual role — both managing funds and selecting external managers — shapes how it deploys capital and constructs relationships with third-party managers.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds67%
- Exchange Traded Equities29%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1AJAY SHROFF
Chief Investment OfficerCRD 6355761
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SUMMIT, NJ
UNION
Location
SUMMIT, NJ
Headquartered in SUMMIT, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- UNION
- Address
- 19 Beechwood Rd
- Time zone
- ET (UTC-5)
- Office locations
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