RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$388M
Discretionary
$388M
100% of AUM
Avg account
$2.8M
Accounts
137
Employees
3
Advisory reps
3

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
283786
Registered since
February 24, 2017
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 66%, Public Funds/Mutual Funds 11%, State & Local Bonds 9%, US Government Bonds 7%, Cash & Cash Equivalents 4%, Private Funds 3%66%
  • Exchange Traded Equities66%
  • Public Funds/Mutual Funds11%
  • State & Local Bonds9%
  • US Government Bonds7%
  • Cash & Cash Equivalents4%

Owners & executives

2 of 2
  • MICHAEL ROBINSON

    Chief Executive Officer & Co-FounderCRD 6731468

  • ANN SEMMER

    Chief Operating OfficerCRD 3081920

Contacts

1 of 1
  • JOHN WATKINS

    Executive ChairmanCRD 1198964

Wealth teams

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth