RIDGEWOOD ENERGY CORPORATION

RIASEC RegisteredEst. 2007
Total AUM
$3.3B
Discretionary
$2.6B
79% of AUM
Avg account
$164M
Accounts
20
Employees
61
Advisory reps
7

Firm details

Headquarters
HOUSTON, Texas
CRD number
142136
Registered since
February 21, 2007
Fee structure
Fixed Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ridgewood Energy Corporation is structured as a corporation that primarily operates in the private equity space and provides portfolio management for pooled investment vehicles. The firm is SEC-registered since 2007 and serves an institutional client base. Its fee model includes fixed fees and other, non-standard fee arrangements. Ridgewood is not positioned as a multi-state adviser, is not an active ESG investor, and is not identified as a capital allocator. On the activity side, the firm performs sponsor/GP roles and acts as managing member of pooled vehicles in addition to serving as an investment adviser to those vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • KATHLEEN MCSHERRY

    Chief Financial OfficerCRD 5242106

  • MARIA HAGGERTY

    Chief Compliance Officer & Vice PresidentCRD 5507741

Contacts

3 of 5
  • SAMUEL LISSNER

    PartnerCRD 6630171

  • Gene Walton

    Executive Vice PresidentCRD 7995993

  • MATTHEW SWANSON

    PartnerCRD 5507732

Unlock 2 more contacts

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

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1254 Enclave Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth