other names
  • RIDGEMONT PARTNERS MANAGEMENT, LLC
  • RIDGEMONT EQUITY PARTNERS

Adviser Profile

As of Date 03/31/2025
ADV Location CHARLOTTE, NC, United States
Adviser Type - Large advisory firm
Number of Employees 60 11%
of those in investment advisory functions 60 11%
Registration SEC, Approved, 03/30/2012
AUM* 8,252,469,847
of that, discretionary 8,252,469,847 -15%
Private Fund GAV* 10,318,447,678 26%
Avg Account Size 266,208,705 -20%
SMA’s Yes
Private Funds 34 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

Reported AUM

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

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name KPMG LLP Filing Date10/27/2025 Form ADV-E View Report
Accounting Firm Name KPMG LLP Filing Date09/27/2024 Form ADV-E View Report
Accounting Firm Name KPMG LLP Filing Date10/25/2023 Form ADV-E View Report
Accounting Firm Name KPMG LLP Filing Date12/16/2022 Form ADV-E View Report

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count34 GAV$10,318,447,678

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker34986A104 Stock NameForward Air Corp $ Position$49,675,064 % Position100.00% $ Change6.00% # Change1.00%

Brochure Summary