ESSEX RIDGE CAPITAL GROUP, LLC

Overview

Essex Ridge Capital Group, LLC is an independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and emphasizes equity exposure, using exchange-traded equities as the primary building block of client portfolios. Essex Ridge is structured as a limited liability company and has been SEC-registered since 2008. Investment activity centers on liquid, publicly traded instruments rather than private fund allocations. Portfolios appear to be tailored for a small number of high-net-worth households—the combination of a low client count and large average client size suggests bespoke, account-level management rather than mass-market, model-driven solutions. The firm is not identified as an active ESG investor and does not present itself as a capital allocator to private managers.

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Location & Offices