RIDGEMONT PARTNERS MANAGEMENT, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 157421
- Registered since
- March 30, 2012
- Website
- www.ridgemontep.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.88%
- Other0.12%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ridgemont Partners Management, LLC is a private equity manager that runs pooled investment vehicles and provides portfolio management for businesses and institutions. The firm shows a clear tilt toward private equity strategies and acts not only as an allocator to third‑party managers but also as sponsor/GP and managing member for its own pooled vehicles. Institutional clients dominate the base, and Ridgemont incorporates ESG considerations into its investment process. Investment activity is concentrated on buyouts and private equity structures, with a fee model that mixes a percentage of AUM, fixed fees and performance‑based fees—typical for active private fund managers. The firm’s setup suggests it targets long horizon, control or growth-oriented investments while also maintaining a presence in public equities through selective positions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Other100%
Owners & executives
2 of 2JANE CALDWELL
Chief Operating OfficerCRD 5101869
EDWARD BALOGH
Chief Operating OfficerCRD 5748103
Contacts
3 of 8DANIEL HARKNETT
PartnerCRD 8067041
JOHN SHIMP
Managing PartnerCRD 5672061
ANTHONY CASSANO
PartnerCRD 4990037
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 101 S Tryon St
- Time zone
- ET (UTC-5)
- Office locations
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