HORIZON RIDGE ADVISORS L.L.C.

Overview

Horizon Ridge Advisors L.L.C. is organized as a limited liability company that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. FINTRX flags the firm as a capital allocator, and its stated fee arrangements include both a percentage-of-assets and hourly billing. The firm is not identified as an active ESG investor and is not described as a multi-state adviser or pension consultant. The data shows an industry affiliation with an insurance company, which could reflect ownership, distribution relationships, or a channel partnership. The combination of portfolio management for smaller clients and the selection of other advisers suggests a manager-of-managers or advisory-consulting element to the business model rather than a pure standalone discretionary asset manager. SEC registration year and owner type are not provided in the source data.

Assets & Accounts