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BEDFORD RIDGE CAPITAL
Legal name: BEDFORD RIDGE CAPITAL LP
CRD 310102File 801-119465
APPROVED
Custody
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.76B
Top 25% of cohort (national)
Discretionary AUM
$3.21B
Non-discretionary $552.7M
Clients
14
16 accounts
Employees
5
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 15, 2020
- Principal office
- 106 WEST 56TH STREET, FLOOR 12, NEW YORK, NY, 10019
- Phone
- 312-530-9983
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.76B
- Discretionary AUM
- $3.21B
- Non-discretionary AUM
- $552.7M
- Discretionary accounts
- 14
- Non-discretionary accounts
- 2
- Total accounts
- 16
- AUM per client
- $268.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 14 | $3.21B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Oct 1, 2026 | Clients | 10 | 14 | increased by4 |
| Oct 1, 2026 | AUM | $2,606,117,249 | $3,758,950,654 | increased by$1,152,833,405 |
| Oct 1, 2026 | Accounts | 12 | 16 | increased by4 |
| Apr 1, 2026 | Clients | 9 | 10 | increased by1 |
| Apr 1, 2026 | AUM | $1,289,842,191 | $2,606,117,249 | increased by$1,316,275,058 |
| Apr 1, 2026 | Accounts | 11 | 12 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,319,582,033 | $1,289,842,191 | decreased by$29,739,842 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 9 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $809,526,463 | $1,319,582,033 | increased by$510,055,570 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 9 | increased by3 |
| Jul 1, 2022 | AUM | $820,417,597 | $809,526,463 | decreased by$10,891,134 |
| Apr 1, 2022 | Clients | 4 | 6 | increased by2 |
| Apr 1, 2022 | AUM | $1,794,925,625 | $820,417,597 | decreased by$974,508,028 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BEDFORD RIDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEDFORD RIDGE” 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.