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Building 2RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC

Map pinSTAMFORD, CT
Phone203-595-5535
NotebookSEC #801-110015
Total AUM
$387.9M
Employees
3
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 LONG RIDGE ROAD
SUITE 306
STAMFORD
CT 06902
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
203-595-5535

ReceiptFinancials

Total AUM
$387.9M
Accounts
137
Discretionary
$387.9M
Accounts
137
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
129
AUM
$312.6M
Pooled Vehicle Clients
6
AUM
$67.6M
Charitable Organization Clients
1
AUM
$7.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACT

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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