RIDGEBACK CAPITAL MANAGEMENT

Overview

Ridgeback Capital Management is an independent, SEC-registered advisory firm organized as a limited liability company and active since 2014. The firm serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Ridgeback supplements its advisory work by acting as an insurance broker and providing accounting-related services, which allows it to coordinate investment recommendations with insurance and tax considerations. The firm bills clients primarily as a percentage of assets under management and also uses hourly charges for some engagements. It positions itself as a capital allocator that draws on third‑party managers for certain exposures and also uses mutual funds as core building blocks. Ridgeback was recognized in 2020 by FA Magazine on its Top RIA Firms list.

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