King Ridge Capital Advisors, LLC

RIASEC RegisteredEst. 2024
Total AUM
$45.1M
Discretionary
$45.1M
100% of AUM
Avg account
$22.5M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
333383
Registered since
November 22, 2024
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

King Ridge Capital Advisors, LLC is an SEC-registered institutional RIA organized as an LLC and registered in 2024. The firm serves institutional clients and provides portfolio management services for investment companies. Its fee model is a percentage of assets under management and it operates as a discretionary adviser. King Ridge does not position itself as an ESG investor, does not act as a capital allocator, and is not registered as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Frederick Pagnani

    Managing Partner and Chief Executive OfficerCRD 7998446

Contacts

2 of 2
  • Vijay Manghnani

    Managing PartnerCRD 7997353

  • Neil Hause

    Asset ManagementCRD 1241527

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth