9AT: LONG RIDGE EQUITY PARTNERS

other names

LONG RIDGE EQUITY PARTNERS
LONG RIDGE CAPITAL MANAGEMENT LP
LONG RIDGE EQUITY PARTNERS LLC

Adviser Profile

As of Date	03/27/2026
Registration	SEC, Approved, 08/09/2019
Other registrations (1)	SEC, ERA - Withdrawn, 03/28/2019
ADV Location	NEW YORK, NY, United States
Contact Info	212 xxxxxxx
Websites

AUM^*	2,098,188,265 9%
of that, discretionary	2,098,188,265 9%
Private Fund GAV^*	2,098,188,265 9%
Avg Account Size	149,870,590 9%
SMA’s	No
Private Funds	14

Adviser Type

- Large advisory firm

Number of Employees 27 13%

of those in investment advisory functions 20

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

SEC Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count14	GAV$2,098,188,265

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser DELTA-V CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund78.9m	Other Fund532.9m	Total Private Fund GAV2.0b	AUM1.6b	#Funds36
Adviser DC CAPITAL PARTNERS MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.3b	AUM1.5b	#Funds4
Adviser ENLIGHTENMENT CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.6b	AUM2.1b	#Funds18
Adviser GRP ROYALTY HOLDINGS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM99.0m	#Funds-
Adviser 22C CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.5b	AUM1.5b	#Funds14
Adviser CHI ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser SERVE CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.5b	AUM2.5b	#Funds17
Adviser E2P	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.9b	AUM1.9b	#Funds10
Adviser CAI MANAGER LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.2b	AUM2.2b	#Funds19
Adviser WHISTLER CAPITAL PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.9b	AUM2.5b	#Funds7

Brochure Summary

Overview

Long Ridge Capital Management, LP (“LRCM” or “the Firm”) is a Delaware limited partnership. LRCM is co-owned by Jim Brown (Founding Partner) and Kevin Bhatt (Managing Partner). The general partner of LRCM is Long Ridge Capital Management GP, LLC, also co-owned by Jim Brown and Kevin Bhatt. Jim Brown founded LRCM in 2007. LRCM provides discretionary investment advice to the following private equity funds: Long Ridge Equity Partners I, LP, Long Ridge Equity Offshore Partners I, LP (collectively “Fund I”), Long Ridge Equity Partners II, LP and Long Ridge Equity Partners II-B, LP (collectively “Fund II”), Long Ridge Equity Partners III, LP and Long Ridge Equity Partners III-B, LP (collectively “Fund III”), and Long Ridge Equity Partners IV, LP, Long Ridge Equity Partners IV-B, LP and Long Ridge Equity Partners IV-C, LP (collectively “Fund IV”), and their related co-investment vehicles and special purpose vehicles (collectively with Fund I, Fund II, Fund III and Fund IV the “Funds” or “clients”), The Funds seek significant long-term capital appreciation through private investments, utilizing an investment strategy that leverages the experience of LRCM partners and investment professionals. Long Ridge Equity

Partners, LLC is the general partner of Fund I and related co-investment entities, Long Ridge Equity Partners GP II, LP is the general partner of Fund II and related co-investment entities, Long Ridge Equity Partners GP III, LP is the general partner of Fund III and related co-investment entities, and Long Ridge Equity Partners GP IV, LP is the general partner of Fund IV and related co-investment entities (collectively, the “General Partners”). LRCM primarily targets companies for investment in the financial services and business services sectors. Such companies generally have enterprise values ranging from $10 million to $250 million that require equity investments between $5 million and $100 million. LRCM generally focuses on both minority and control investments, which are achieved using growth equity transactions, recapitalizations, leveraged acquisitions, restructurings, and build-ups. Assets Under Management As of December 31, 2023, LRCM had $2,106,616,732 of client assets under management on a discretionary basis. This includes the committed capital that may be called by the Funds from their respective limited partners. LRCM does not manage client assets on a non-discretionary basis.

LONG RIDGE EQUITY PARTNERS

Adviser Profile

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