Ridgewood Capital Management

RIASEC Registered
Total AUM
$38.9M
Discretionary
$38.9M
100% of AUM
Avg account
$486K
Accounts
80
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
121920
Custodians
CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
Fee structure
Percentage of AUM
Client types
  • HNWI61.2%
  • Individuals38.8%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Ridgewood Capital Management is a small, owner-operated corporate RIA that manages portfolios for individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and operates primarily as a discretionary portfolio manager rather than as a capital allocator. It does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser. The firm lists an affiliation with an insurance company and its advisory activity centers on portfolio management for individuals and small business clients.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Investment Grade Corp Bonds 31%, Cash & Cash Equivalents 9%, Exchange Traded Equities 4%, State & Local Bonds 2%54%
  • Public Funds/Mutual Funds54%
  • Investment Grade Corp Bonds31%
  • Cash & Cash Equivalents9%
  • Exchange Traded Equities4%
  • State & Local Bonds2%

Owners & executives

1 of 1
  • Richard Weinstein

    Chief Operating OfficerCRD 2296747

Contacts

1 of 1
  • Jennifer Weinstein

    Technology associateCRD 4572347

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth