RIDGEWOOD PRIVATE EQUITY PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MONTVALE, New Jersey
CRD number
283321
Registered since
November 22, 2021

Firm profile

FINTRX

Overview

Ridgewood Private Equity Partners is a limited liability company that focuses on private-market investing, with an explicit tilt toward private equity and private placements. The firm also allocates to commodity exposures and oil & gas interests, and it identifies as an active ESG investor—indicating that environmental, social, and governance factors are part of its investment selection or monitoring process. Ridgewood functions as an adviser and sponsor and serves as a general partner and managing member for pooled investment vehicles, which suggests the firm primarily operates through managed funds or pooled structures rather than through a large roster of individual advisory clients. The firm registered with the SEC in 2021. Its owner structure is listed as a domestic entity and individual ownership. Ridgewood is not designated as a multistate adviser and is described as unclassified in its regulatory snapshot. The combination of private fund activity, sponsor/GP roles, and ESG integration frames the firm as a manager that sources and structures private-market deals while applying sustainability considerations to selection and oversight.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

3 of 3
  • MARIA HAGGERTY

    Chief Compliance Officer & Vice PresidentCRD 5507741

  • JENNIFER SCOTT

    Chief Financial OfficerCRD 6230601

  • ROBERT SWANSON

    Chairman and Chief Executive OfficerCRD 1332429

Contacts

3 of 3
  • MATTHEW SWANSON

    PartnerCRD 5507732

  • SAMUEL LISSNER

    PartnerCRD 6630171

  • ROSS POSNER

    Managing PartnerCRD 1806039

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MONTVALE, NJ

BERGEN

Location

MONTVALE, NJ

Headquartered in MONTVALE, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
BERGEN
Address
14 Philips Pkwy
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth