Legacy Ridge Capital Management, LLC

Overview

Legacy Ridge Capital Management, LLC is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for high-net-worth individuals, families and small businesses. The firm’s stated preference is equity-oriented investing, with most client portfolios allocated to exchange-traded equities and ETFs for core exposure, supplemented by mutual funds and selective alternative positions. Legacy Ridge also acts as sponsor, general partner and managing member of pooled vehicles, indicating an active role in sourcing and operating private investment opportunities alongside its advisory practice. The business model is straightforward: percentage-of-assets under management fees and direct portfolio management for a concentrated client base. Investment activity centers on publicly traded equities as the primary engine for returns while using pooled vehicles and private placements to provide concentrated, non-correlated exposures when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices