BEDFORD RIDGE CAPITAL
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 Vehicles81.96%
- Other18.04%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bedford Ridge Capital is a limited partnership that acts as an adviser to pooled investment vehicles with an institutional client base. The firm manages a mix of private equity funds and separately managed assets, with a clear equity orientation and a notable emphasis on non-exchange-traded equity positions. Its business model pairs percentage-of-AUM fees with performance-based fees, and it serves primarily as portfolio manager for pooled vehicles rather than as a broad capital allocator or pension consultant. Bedford Ridge Capital is not positioned as an active ESG investor. Investment activity centers on private equity strategies and direct equity exposures outside the public markets. The firm’s mandate and filings indicate a preference for concentrated equity stakes held through private structures, supplemented by targeted allocations to commodity and energy-related alternatives. Most portfolio decisions appear executed on a discretionary basis, reflecting a hands-on approach to managing fund-level portfolios for institutional limited partners.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Non-Exchange Traded Equities72%
- Exchange Traded Equities17%
- Other11%
Owners & executives
3 of 3Andrew Klaber
Chief Executive OfficerCRD 7287176
TINA CONSTANTINIDES
Partner, Chief Operating OfficerCRD 4293620
MICHAEL REIDLER
Chief Financial OfficerCRD 6208420
Contacts
1 of 1KATHERINE LARSEN-BLOUNT
PartnerCRD 5968968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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