Adviser Profile
| As of Date | 03/31/2021 |
| Registration status | Registration Changed to RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC |
| ADV Location | MONTVALE, NJ, United States |
| AUM* | 749,586,276 |
| of that, discretionary | 717,026,162 |
| Number of Employees | 11 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 107,083,754 |
| SMA’s | Yes |
| Private Funds | 0 5 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Pooled investment vehicles
- Other
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
717M
615M
512M
410M
307M
205M
102M
2016
2017
2018
2019
2020
2021