Kaushal Majmudar
Advisor at Ridgewood Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Ridgewood Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Springfield, NJ 07081
Credentials
Series 63, Series 65
Industry experience
23 years
Kaushal Majmudar is a financial advisor at Ridgewood Investments with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ridgewood Investments since 2002 and at Global Asset Services, Inc. since 2020, where he serves as CEO. Majmudar is also president of a private investment and holding company and holds ownership interests in several private funds and businesses, including a foreign adviser fund based in Mauritius and a roofing company. Ridgewood Investments offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to a range of clients, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs a fundamental analysis-driven, long-term investment approach with strategies such as dividend-growth and value investing, and manages multiple private pooled investment vehicles alongside traditional assets.
Based on Ridgewood Investments
Fixed fees are customized to scope of project; negotiated and agreed upon in advance.
Ranges from 1.50% to 0.75% annually depending on size, complexity, strategy, and additional services; specific tiers and breakpoints vary by office and client agreement and are customized
Hourly rates range from $450 to $1,000 per hour depending on scope and professional.
Performance fees of typically 10% to 25% of gains may apply to qualified clients invested in private funds.
Account minimum: $500,000 (may be reduced at sole discretion of Adviser) Fee-only: Advisory fees are asset-based and charged as a percentage of assets under management; fees are negotiable.
623 Morris Avenue
Springfield, NJ 07081
New Jersey · Pennsylvania · Texas
Global Asset Services, Inc.
2020 - Present (6 years)
Ridgewood Investments
2002 - Present (24 years)
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