Ridgeview Asset Management Partners, LLC

Overview

Ridgeview Asset Management Partners, LLC is an SEC-registered investment adviser organized as an LLC and active since 2017. The firm operates as a multifaceted fund manager that runs private equity and real estate funds while also managing pooled vehicles for individual and institutional clients. Its advisory services include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. Ridgeview serves both individual & family and institutional client segments, charges a mix of percentage-of-AUM and performance-based fees, and acts in sponsor/GP roles or as managing member for pooled vehicles. Ridgeview identifies a preference for equities within its managed portfolios and does not list active ESG investing among its stated practices. The firm is not positioned as a capital allocator to third-party managers in the sense of a pure allocator, but it does allocate to and sponsor its own private funds and selects other advisers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives