King Ridge Capital Advisors, LLC

RIASEC Registered
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 a small institutional registered investment adviser organized as a limited liability company. The firm is SEC-registered (2024) and describes its client base as institutional, providing portfolio management services specifically for investment companies. Its revenue model is a percentage-of-assets fee schedule. King Ridge is not an active ESG investor, does not identify as a capital allocator to outside managers, and is not listed as a multi-state or pension consultant adviser. Ownership is shown as a mix of a domestic entity and an individual.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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
  • Neil Hause

    Asset ManagementCRD 1241527

  • Vijay Manghnani

    Managing PartnerCRD 7997353

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth