Vision Ridge Partners, LLC
Firm details
- Headquarters
- Boulder, Colorado
- CRD number
- 174836
- Registered since
- August 1, 2017
- Website
- vision-ridge.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles99.38%
- Charitable Organizations0.62%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Vision Ridge Partners, LLC operates as a private-equity-focused investment adviser that manages pooled investment vehicles for institutional clients. The firm is structured as an LLC and has been SEC-registered since 2017. Its advisory remit centers on portfolio management for pooled vehicles and for businesses or institutional investors, and it functions in sponsor and general partner roles for pooled investment vehicles. Vision Ridge identifies as an active ESG investor and uses a fee mix that includes percentage-of-AUM charges, performance-based fees, and other fee arrangements. Industry affiliations listed for the firm include acting as an investment adviser, commodity pool operator or commodity trading advisor where applicable, and serving as sponsor/GP/managing member of pooled vehicles. Client relationships are primarily institutional rather than retail, and the adviser is not positioned as a capital allocator in the sense of a fund-of-funds platform.
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
- Other100%
Owners & executives
2 of 2
Chester Dawes
CFO & COOCRD 5873485

Duyen Tran
COOCRD 6932587
Contacts
3 of 4
Matthew Fox
CCOCRD 7245471
Robert Van Es
PartnerCRD 8065827

Reuben Munger
Managing PartnerCRD 2786398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boulder, CO
Boulder
Location
Boulder, CO
Headquartered in Boulder, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Boulder
- Address
- 1011 Walnut St
- Time zone
- MT (UTC-7)
- Office locations
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