RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC
Firm details
- Headquarters
- STAMFORD, Connecticut
- CRD number
- 283786
- Registered since
- February 24, 2017
- Website
- ridgeviewasset.com
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC, BESSEMER TRUST
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI80.59%
- Pooled Investment Vehicles17.43%
- Charitable Organizations1.99%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Ridgeview Asset Management Partners, LLC is a privately owned investment manager that combines pooled fund sponsorship with portfolio management for individuals, families and institutions. Registered with the SEC in 2017, the firm structures itself as a manager of private equity and real estate funds while also offering separately managed account services. Its advisory services include direct portfolio management for individuals and small businesses, management of pooled investment vehicles and the selection of third‑party advisers for alternative strategies. Ridgeview charges a mix of percentage‑of‑assets fees and performance‑based fees and does not identify as an active ESG investor. The firm operates as a sponsor, general partner and managing member on pooled vehicles, suggesting hands‑on involvement in deal selection, capital deployment and fund governance. That sponsor/GP role, together with the firm’s fee arrangements, points to a governance model oriented toward return generation from private fund strategies alongside liquid equity management for advisory clients.
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
- Exchange Traded Equities66%
- Public Funds/Mutual Funds11%
- State & Local Bonds9%
- US Government Bonds7%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2MICHAEL ROBINSON
Chief Executive Officer & Co-FounderCRD 6731468
ANN SEMMER
Chief Operating OfficerCRD 3081920
Contacts
1 of 1JOHN WATKINS
Executive ChairmanCRD 1198964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STAMFORD, CT
FAIRFIELD
Location
STAMFORD, CT
Headquartered in STAMFORD, CT, 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
- FAIRFIELD
- Address
- 60 Long Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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