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RIDGELINE CAPITAL MANAGEMENT, LLC

CRD 330668File 801-136834
APPROVED
Custody
Filing as of Jun 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$228.3M
Below cohort median (national)
Discretionary AUM
$228.3M
Clients
20
20 accounts
Employees
3
Below cohort median in TN

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Jul 23, 2026
Principal office
1350 CONCOURSE AVE, SUITE 364, MEMPHIS, TN, 38104
Phone
202-670-2550

Assets & accounts

ADV Item 5F
Total regulatory AUM
$228.3M
Discretionary AUM
$228.3M
Non-discretionary AUM
$0
Discretionary accounts
20
Non-discretionary accounts
0
Total accounts
20
AUM per client
$11.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles20$228.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

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 11

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

Filed changes

DateFieldFromToChange
Aug 1, 2026Registration—APPROVED

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

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

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