BEDFORD RIDGE CAPITAL

RIASEC RegisteredEst. 2020
Total AUM
$2.6B
Discretionary
$2.1B
82% of AUM
Avg account
$217M
Accounts
12
Employees
5
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
310102
Registered since
September 15, 2020
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

FINTRX

Overview

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

FINTRX

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

Asset composition

Asset composition: Non-Exchange Traded Equities 72%, Exchange Traded Equities 17%, Other 11%72%
  • Non-Exchange Traded Equities72%
  • Exchange Traded Equities17%
  • Other11%

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

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth