RIDGE INVESTMENT ADVISORS

Overview

Ridge Investment Advisors is a small, equity-focused registered investment adviser that manages portfolios for individuals, families and small businesses. The firm operates as a corporation under individual ownership and charges clients a percentage-of-AUM advisory fee. Its business emphasis is discretionary portfolio management, delivered primarily through separately managed accounts, with a clear preference for publicly traded equities as the principal building block of client portfolios. Ridge does not position itself as an ESG investor and does not operate as a multi-state adviser. Advisory services are aimed at clients seeking personalized portfolio management rather than institutional mandate packaging. Given the firm’s asset base and client profile, investment decisions appear to prioritize liquid, exchange-traded securities for core exposure while supplementing portfolios with private placement alternatives where appropriate for eligible clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices