Vision Ridge Partners, LLC

RIASEC RegisteredEst. 2017
Total AUM
$6.1B
Discretionary
$6.1B
100% of AUM
Avg account
$255M
Accounts
24
Employees
35
Advisory reps
6

Firm details

Headquarters
Boulder, Colorado
CRD number
174836
Registered since
August 1, 2017
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles99.38%
  • Charitable Organizations0.62%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vision Ridge Partners, LLC operates as a private-equity-focused investment adviser that manages pooled investment vehicles for institutional clients. The firm is structured as an LLC and has been SEC-registered since 2017. Its advisory remit centers on portfolio management for pooled vehicles and for businesses or institutional investors, and it functions in sponsor and general partner roles for pooled investment vehicles. Vision Ridge identifies as an active ESG investor and uses a fee mix that includes percentage-of-AUM charges, performance-based fees, and other fee arrangements. Industry affiliations listed for the firm include acting as an investment adviser, commodity pool operator or commodity trading advisor where applicable, and serving as sponsor/GP/managing member of pooled vehicles. Client relationships are primarily institutional rather than retail, and the adviser is not positioned as a capital allocator in the sense of a fund-of-funds platform.

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

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • Chester Dawes

    Chester Dawes

    CFO & COOCRD 5873485

  • Duyen Tran

    Duyen Tran

    COOCRD 6932587

Contacts

3 of 4
  • Matthew Fox

    Matthew Fox

    CCOCRD 7245471

  • Robert Van Es

    PartnerCRD 8065827

  • Reuben Munger

    Reuben Munger

    Managing PartnerCRD 2786398

Unlock 1 more contacts

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

Boulder, CO

Boulder

Location

Boulder, CO

Headquartered in Boulder, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Boulder
Address
1011 Walnut St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth