Shadowridge Asset Management, LLC

Overview

Shadowridge Asset Management, LLC is an independent, individually owned RIA organized as an LLC that provides financial planning and portfolio management primarily for individuals and families. The firm is registered with the SEC (registered in 2024) and positions itself as a capital allocator that also selects and monitors other advisers on clients’ behalf. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are a mix of percentage of AUM, hourly charges, and fixed fees. Shadowridge is not an active ESG investor and is not structured as a multi-state adviser. Industry affiliations indicate the firm can serve as a sponsor, general partner or managing member of pooled investment vehicles and has connections to commodity trading/management roles (CPO or CTA). That combination suggests Shadowridge both allocates to third-party managers and may originate or manage private pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices