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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

    CFO & COOCRD 5873485

  • DUYEN TRAN

    COOCRD 6932587

Contacts

3 of 4
  • MATTHEW FOX

    CCOCRD 7245471

  • ROBERT VAN ES

    PartnerCRD 8065827

  • 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