Bedford Ridge Capital

RIASEC Registered

Total AUM

$3.8B

Discretionary

$3.2B

85% of AUM

Avg account

$235M

Accounts

16

Employees

5

Advisory reps

4

Firm details

Headquarters: New York, New York
CRD number: 310102
Registered since: September 15, 2020
Website: bedfordridgecapital.com
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles85.3%
Other14.7%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bedford Ridge Capital is organized as a limited partnership that operates as a private equity fund adviser to institutional clients. The firm is registered with the SEC (registration year 2020) and provides portfolio management for pooled investment vehicles. Its compensation mix combines a percentage-of-assets fee and performance-based fees. Ownership is held by a mix of domestic entities and individuals. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Non-Exchange Traded Equities66%
Exchange Traded Equities20%
Other14%

Owners & executives

3 of 3

Andrew Klaber
Chief Executive OfficerCRD 7287176
Tina Constantinides
Partner, Chief Operating OfficerCRD 4293620
Michael Reidler
Chief Financial OfficerCRD 6208420

Contacts

1 of 1

Katherine Larsen-blount
PartnerCRD 5968968

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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: New York
Address: 106 W 56th St
Time zone: ET (UTC-5)
Office locations

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