RIDGEMONT PARTNERS MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$10.3B
Discretionary
$10.3B
100% of AUM
Avg account
$311M
Accounts
33
Employees
61
Advisory reps
10

Firm details

Headquarters
Charlotte, North Carolina
CRD number
157421
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.88%
  • Other0.12%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ridgemont Partners Management, LLC is a private equity manager that runs pooled investment vehicles and provides portfolio management for businesses and institutions. The firm shows a clear tilt toward private equity strategies and acts not only as an allocator to third‑party managers but also as sponsor/GP and managing member for its own pooled vehicles. Institutional clients dominate the base, and Ridgemont incorporates ESG considerations into its investment process. Investment activity is concentrated on buyouts and private equity structures, with a fee model that mixes a percentage of AUM, fixed fees and performance‑based fees—typical for active private fund managers. The firm’s setup suggests it targets long horizon, control or growth-oriented investments while also maintaining a presence in public equities through selective positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • JANE CALDWELL

    Chief Operating OfficerCRD 5101869

  • EDWARD BALOGH

    Chief Operating OfficerCRD 5748103

Contacts

3 of 8
  • DANIEL HARKNETT

    PartnerCRD 8067041

  • JOHN SHIMP

    Managing PartnerCRD 5672061

  • ANTHONY CASSANO

    PartnerCRD 4990037

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
101 S Tryon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth