RIDGEPOST CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$288M
Discretionary
$288M
100% of AUM
Avg account
$96.1M
Accounts
3
Employees
10
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
314664
Registered since
May 13, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ridgepost Capital Advisors, LLC is an SEC-registered adviser (registered in 2022) organized as an LLC that serves institutional clients. The firm is classified as an "other fund provider" and focuses its advisory work on portfolio management for pooled investment vehicles. It operates under a fee model that combines a percentage-of-assets fee with performance-based fees, and its business activities include acting as an investment adviser and sponsor and serving as GP/managing member of pooled vehicles. The firm is not positioned as a multi-state adviser or pension consultant, and it does not identify as an active ESG investor. Ridgepost is not reported as a capital allocator to external managers in the sense of a fund-of-funds; rather, its work centers on managing pooled vehicles and related sponsor/GP roles for institutional clients.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • LUKE SARSFIELD

    Chairman of the Board & CEOCRD 2384365

Contacts

2 of 2
  • Francisco Villamar

    CRD 8230916

  • AMANDA COUSSENS

    EVPCRD 5750010

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
2699 Howell St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth