← Directory
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC
CRD 283786File 801-110015
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$387.9M
Below cohort median (national)
Discretionary AUM
$387.9M
Clients
135
137 accounts
Employees
3
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 24, 2017
- Principal office
- 60 LONG RIDGE ROAD, SUITE 306, STAMFORD, CT, 06902
- Phone
- 203-595-5535
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $387.9M
- Discretionary AUM
- $387.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 137
- Non-discretionary accounts
- 0
- Total accounts
- 137
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $7.7M |
| High net worth individuals | 129 | $312.6M |
| Pooled investment vehicles | 6 | $67.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
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- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 111 | 135 | increased by24 |
| Apr 1, 2026 | AUM | $321,479,242 | $387,887,138 | increased by$66,407,896 |
| Apr 1, 2026 | Accounts | 113 | 137 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 76 | 111 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $224,340,608 | $321,479,242 | increased by$97,138,634 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 77 | 113 | increased by36 |
| Oct 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Clients | 67 | 76 | increased by9 |
| Apr 1, 2022 | AUM | $162,284,682 | $224,340,608 | increased by$62,055,926 |
| Apr 1, 2022 | Accounts | 68 | 77 | increased by9 |
| 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 “RIDGEVIEW ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RIDGEVIEW ASSET” 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.