RIDGEMONT PARTNERS MANAGEMENT, LLC

CRD 157421File 801-73313

APPROVED

Custody

Filing as of Mar 30, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$10.26B

Top 10% of cohort (national)

Discretionary AUM

$10.26B

Clients

33 accounts

Employees

Top 10% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Mar 30, 2012
Principal office: 101 S. TRYON STREET, SUITE 3400, CHARLOTTE, NC, 28280
Phone: 704/944-0914
Website: HTTP://WWW.RIDGEMONT.PE

Assets & accounts

ADV Item 5F

Total regulatory AUM: $10.26B
Discretionary AUM: $10.26B
Non-discretionary AUM: $0
Discretionary accounts: 33
Non-discretionary accounts: 0
Total accounts: 33
AUM per client: $320.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	32	$10.25B

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	60	61	increased by1
Apr 1, 2026	Clients	30	32	increased by2
Apr 1, 2026	AUM	$8,252,469,847	$10,260,108,839	increased by$2,007,638,992
Apr 1, 2026	Accounts	31	33	increased by2
May 1, 2025 vs Oct 1, 2022	Employees	50	60	increased by10
May 1, 2025 vs Oct 1, 2022	Clients	23	30	increased by7
May 1, 2025 vs Oct 1, 2022	AUM	$6,859,441,271	$8,252,469,847	increased by$1,393,028,576
May 1, 2025 vs Oct 1, 2022	Accounts	24	31	increased by7
Apr 1, 2022	Employees	51	50	decreased by1
Apr 1, 2022	Clients	17	23	increased by6
Apr 1, 2022	AUM	$4,950,800,070	$6,859,441,271	increased by$1,908,641,201
Apr 1, 2022	Accounts	18	24	increased by6
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “RIDGEMONT PARTNERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RIDGEMONT PARTNERS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.