RIDGEPOST CAPITAL ADVISORS, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1LUKE SARSFIELD
Chairman of the Board & CEOCRD 2384365
Contacts
2 of 2Francisco Villamar
CRD 8230916
AMANDA COUSSENS
EVPCRD 5750010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
WORTH ASSET MANAGEMENT
RIADALLAS, TX
ORCHID ADVISORY
RIADALLAS, TX
LEXINGTON HILL PARTNERS, LLC
RIADALLAS, TX
JOHKIM CAPITAL PARTNERS MANAGEMENT LLC
RIADALLAS, TX
ROSEROCK WEALTH MANAGEMENT, LLC
RIADALLAS, TX
LEAP WEALTH MANAGEMENT
RIADALLAS, TX