Ridgeline Research LLC
Firm details
- Headquarters
- ,
- CRD number
- 300807
- Registered since
- January 2, 2020
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Ridgeline Research LLC is an SEC-registered institutional registered investment adviser formed as an LLC in 2020. The firm identifies an institutional client base and provides portfolio management services specifically for investment companies. Ownership is held by an individual; compensation is reported as a percentage of assets under management. Ridgeline does not position itself as an active ESG investor, and it is not listed as a capital allocator, pension consultant, or related adviser in the snapshot data. The firm's business model appears focused on managing institutional mandates rather than retail wealth management or broad advisory distribution. Given the narrow set of advisory activities noted, the operating infrastructure is likely tailored to running pooled or separately managed institutional investment vehicles.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Erik Gebhard
Chief Executive OfficerCRD 2143737

William Flaig
Founder & CEOCRD 2597061
Contacts
1 of 1
Thomas Carter
PresidentCRD 2558943
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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