VISION RIDGE PARTNERS, LLC
Firm details
- Headquarters
- BOULDER, Colorado
- CRD number
- 174836
- Registered since
- August 1, 2017
- Website
- vision-ridge.com
- 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
FINTRXOverview
Vision Ridge Partners, LLC is an SEC-registered private equity manager organized as an LLC and formed in 2017. The firm describes its client base as institutional and operates principally as a sponsor and general partner, providing portfolio management for pooled investment vehicles as well as portfolio management for businesses or institutions. It is not structured as a capital allocator; rather, it manages private funds directly. The firm’s fee arrangements include percentage-of-AUM and performance-based fees, with additional fee types noted. Vision Ridge identifies itself as an active ESG investor. Its regulatory filings indicate affiliations consistent with operating as an investment adviser, a CPO/CTA, and a sponsor/manager of pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
2 of 2CHESTER DAWES
CFO & COOCRD 5873485
DUYEN TRAN
COOCRD 6932587
Contacts
3 of 4MATTHEW FOX
CCOCRD 7245471
ROBERT VAN ES
PartnerCRD 8065827
REUBEN MUNGER
Managing PartnerCRD 2786398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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