Ridgewood Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 121920
- Website
- www.ridgewood.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.2%
- Individuals38.8%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ridgewood Capital Management is a small, owner-operated corporate RIA that manages portfolios for individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and operates primarily as a discretionary portfolio manager rather than as a capital allocator. It does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser. The firm lists an affiliation with an insurance company and its advisory activity centers on portfolio management for individuals and small business 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
Asset composition
- Public Funds/Mutual Funds54%
- Investment Grade Corp Bonds31%
- Cash & Cash Equivalents9%
- Exchange Traded Equities4%
- State & Local Bonds2%
Owners & executives
1 of 1Richard Weinstein
Chief Operating OfficerCRD 2296747
Contacts
1 of 1Jennifer Weinstein
Technology associateCRD 4572347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Kaiser Wealth Management
RIADarkhorse Advisor
RIAMarquise Wealth Management, LLC
RIACharlotte, NC
O'Donnell Portfolio Management, Inc.
RIADUE North Financial, LLC
RIAEveleth, MN
RMC Financial Advisors, LLC
RIADavis, CA