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Building 2RIDGEMONT PARTNERS MANAGEMENT, LLC

Map pinCHARLOTTE, NC
Phone704/944-0914
NotebookSEC #801-73313
Total AUM
$10.3B
Employees
61
Clients
33

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 S. TRYON STREET
SUITE 3400
CHARLOTTE
NC 28280
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
704/944-0914
Other Offices
1

ReceiptFinancials

Total AUM
$10.3B
Accounts
33
Discretionary
$10.3B
Accounts
33
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
32
AUM
$10.2B
Other Clients
1
AUM
$12M
Description of Other Clients
SEPARATELY MANAGED ACCOUNT

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

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Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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