RIDGEGATE ADVISORS, LLC

Overview

Ridgegate Advisors, LLC is an independent registered investment adviser organized as an LLC that serves individual, family and institutional clients. The firm offers fee-based financial planning and portfolio management for individuals and small businesses and combines discretionary portfolio authority with a smaller non‑discretionary practice. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements, which supports both ongoing advisory relationships and project‑based planning work. Ridgegate does not identify as an active ESG investor and it does not position itself as a multi‑state adviser. Investment activity is weighted toward pooled public vehicles rather than concentrated single‑stock bets. The adviser appears to construct client portfolios using mutual funds and other public fund vehicles as primary building blocks, then layers alternative fund exposures for higher‑net‑worth and institutional clients where appropriate. Portfolio management emphasizes diversification across public equities, fixed income and third‑party alternative managers, delivered through discretionary models for most client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices