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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 58 7.41%
of those in investment advisory functions 58 7.41%
Registration SEC, Approved, 03/30/2012
AUM* 7,634,744,615 -21.10%
of that, discretionary 7,625,962,978 -21.13%
Private Fund GAV* 7,569,633,832 -21.37%
Avg Account Size 231,355,897 -30.66%
SMA’s Yes
Private Funds 32 4
Contact Info 704 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
10B 8B 7B 6B 4B 3B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count32 GAV$7,569,633,832

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker349853101 Stock NameForward Air Corp $ Position$67,635,771 % Position59.00% $ Change86.00% # Change0.00%
Stck Ticker49435R102 Stock NameKIMBELL RTY PARTNERS LP $ Position$47,539,852 % Position41.00% $ Change-51.00% # Change-50.00%

Brochure Summary

Overview

Ridgemont Partners Management, LLC (“Ridgemont”) is a private equity firm that specializes in middle market buyout and growth equity investments. Ridgemont was founded in 2010. The principal owners of Ridgemont are Charles L. Anderson, Edward A. Balogh, Jr., Scott T. Dillon, Robert L. Edwards, Jr., Daniel T. Harknett, George E. Morgan, III, Walker L. Poole, John J. Purcell and John A. Shimp, who each hold their interests in Ridgemont indirectly through subsidiary vehicles, Ridgemont Partners Management Holdings, L.P. and/or Ridgemont Partners Management Holdings, LLC. Ridgemont’s investment advisory business is principally focused on middle-market buyout and growth equity investments in closely-held private companies and new business platforms. Ridgemont primarily focuses on industries in which it has deep expertise, including business and tech-enabled services, healthcare, and industrial growth. Ridgemont takes pride in having a collaborative, long-term, partnership-based approach to its business, striving to forge close relationships with management teams, bankers, limited partners, and other key constituents. Ridgemont provides the services described above to its advisory clients, which are private investment funds (collectively, the “Ridgemont Funds”). Generally, a related person of Ridgemont acts as the general partner of each Ridgemont Fund, and Ridgemont serves as investment adviser to each Ridgemont Fund. References to Ridgemont in this Brochure include, as the context requires, affiliates through which Ridgemont provides investment advisory services or that act in any capacity referenced in the previous sentence. Ridgemont tailors its advisory services to
the specific investment objectives and restrictions of each Ridgemont Fund pursuant to the investment guidelines and restrictions set forth in each Ridgemont Fund’s limited partnership agreement and investment management agreement. Investors and prospective investors of each Ridgemont Fund should refer to the confidential private placement memorandum, limited partnership agreement, investment management agreement and/or other governing documents (collectively, the “Governing Documents”) of the applicable Ridgemont Fund for complete information on the investment objectives and investment restrictions with respect to such Ridgemont Fund. There is no assurance that any of the Ridgemont Funds’ investment objectives will be achieved. In accordance with common industry practice, the Ridgemont Funds and their general partners enter into “side letters” or similar agreements with certain investors pursuant to which the general partner grants the investor specific rights, benefits, or privileges that are not made available to investors generally. Ridgemont does not participate in any wrap fee programs. With respect to an existing Ridgemont Fund currently managed by Ridgemont (the “Legacy Ridgemont Fund”), Ridgemont generally manages such assets on a non- discretionary basis as further described in Item 16. Ridgemont will manage all other assets on a discretionary basis in accordance with the terms and conditions of each Ridgemont Fund’s Governing Documents. As of December 31, 2023, the amount of assets Ridgemont manages on a discretionary basis is approximately $7,625,963,000 and the amount of assets Ridgemont manages on a non-discretionary basis is approximately $8,782,000.