Ridgepost Capital Advisors, LLC

RIASEC Registered
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 investment adviser organized as an LLC and registered in 2022. It identifies as an "Other Fund Provider" and serves an institutional client base. The firm focuses on portfolio management for pooled investment vehicles and operates in roles that include adviser, sponsor, general partner and managing member for those vehicles. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees. Ridgepost does not self-identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Luke Sarsfield

    Luke Sarsfield

    Chairman of the Board & CEOCRD 2384365

  • Francisco Villamar

    General Counsel and Chief Compliance OfficerCRD 8230916

Contacts

1 of 1
  • Amanda Coussens

    Amanda Coussens

    EVPCRD 5750010

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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