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 a limited liability company that registered with the SEC in 2024 and positions itself as an institutional adviser. Its primary advisory activity is portfolio management for investment companies, and it charges fees as a percentage of assets under management. The firm does not market itself as an ESG-focused investor, does not operate as a multi-state adviser, and is not described as a pension consultant or capital allocator. Ownership is listed 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
  • Vijay Manghnani

    Managing PartnerCRD 7997353

  • Neil Hause

    Asset ManagementCRD 1241527

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