SHADOWRIDGE ASSET MANAGEMENT, LLC

Overview

Shadowridge Asset Management, LLC is an independent, individually owned RIA that serves individuals and families with discretionary portfolio management and financial planning. The firm operates as a capital allocator, selecting external managers and running pooled vehicles where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include a percentage-of-assets model plus hourly and fixed-fee options. Investment approach leans toward using pooled public funds as the core sleeve of client portfolios rather than heavy direct stock picking. The firm is not an active ESG investor. It also holds industry roles consistent with operating or sponsoring private pooled vehicles (acting as a general partner, sponsor or similar), which aligns with its use of third‑party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices