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RIDGELEIGH CAPITAL

Legal name: MACD ADVISORS LLC

CRD 171905File 801-79971
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.03B
Above cohort median (national)
Discretionary AUM
$46.3M
Non-discretionary $988.1M
Clients
1
6 accounts
Employees
1
Above cohort median in NJ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jun 30, 2014
Principal office
19 BEECHWOOD ROAD, 3RD FLOOR, SUMMIT, NJ, 07901
Phone
908-373-2520
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.03B
Discretionary AUM
$46.3M
Non-discretionary AUM
$988.1M
Discretionary accounts
1
Non-discretionary accounts
5
Total accounts
6
AUM per client
$1.03B

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$850.9M
Charitable organizationsFewer than 5$137.2M
Pooled investment vehicles1$46.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
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

DateFieldFromToChange
Apr 1, 2026AUM$968,498,879$1,034,391,907increased by$65,893,028
May 1, 2025
vs Oct 1, 2022
AUM$910,257,607$968,498,879increased by$58,241,272
Apr 1, 2022AUM$829,229,374$910,257,607increased by$81,028,233
Apr 1, 2021Registration—APPROVED

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

See plans that list “RIDGELEIGH CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RIDGELEIGH CAPITAL” 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.