West Ridge Capital Management L.L.C.

Overview

West Ridge Capital Management L.L.C. is a small, privately held investment advisory firm that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm runs a compact, equity-first investment lineup: its filings show a clear preference for exchange-traded equities as the primary vehicle for client portfolios. Management fees are charged as a percentage of assets under management, and the firm operates with a single-office structure and a hands-on approach consistent with a boutique advisor serving a limited number of accounts. The firm is not positioned as an ESG-focused investor and does not report multi-state advisory activity. Its business activity centers on customized portfolio management and financial planning rather than institutional consulting or broad capital allocation. Where alternatives appear in the strategy mix, they are used as complements to the equity sleeve rather than as a primary focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices