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Building 2CEDAR RIDGE PARTNERS, LLC

Map pinGREENWICH, CT
Phone203-422-0080
NotebookSEC #801-67094
Total AUM
$122.3M
Employees
5
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
45 E. PUTNAM AVE., SUITE 124
GREENWICH
CT 06830
United States
Operating Hours
8AM - 5PM EST
Monday - Friday
Phone
203-422-0080

ReceiptFinancials

Total AUM
$122.3M
Accounts
10
Discretionary
$122.3M
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
5
AUM
$6.4M
Investment Company Clients
1
AUM
$73.6M
Pooled Vehicle Clients
1
AUM
$27M
Other Clients
1
AUM
$15.3M
Description of Other Clients
FAMILY TRUST, LLC

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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