Powder Ridge Capital LP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,445,047
Total clients
33
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$316,517
About
Powder Ridge Capital LP provides discretionary wealth advisory and investment management primarily to individuals, high-net-worth individuals, family offices and corporate or business entities, typically accepting new accounts at a $250,000 minimum (subject to waiver). The firm constructs portfolios limited to equities, bonds and ETFs and emphasizes U.S. equity markets in its advisory services.
The adviser uses fundamental analysis to tailor portfolios to each client’s income statement, balance sheet and risk tolerance, actively managing accounts with the ability to hold concentrated positions (often fewer than 25 securities) and to adjust cash allocations materially in volatile markets. Powder Ridge generally aggregates trades, exercises discretionary trading authority, and reviews client accounts on a weekly to daily basis.
Compared with many solo independent advisers, Powder Ridge discloses a performance-based fee option (a typical structure of a 2.00% management fee plus a 20% performance fee with a high-water mark) and acknowledges the side‑by‑side management conflicts that can arise from such arrangements. The brochure also describes trading in shorted securities and ETFs and related risks—indicating the adviser may employ strategies that involve short exposure or borrowing—and it explicitly lists both family office and corporate/business clients in addition to individual investors.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
Annual flat fee deducted monthly in arrears; negotiable in select situations.
20% performance fee on profits plus 2.00% management fee; performance fee includes a high-water mark; fees are negotiable in select situations.
Account minimum: $250,000
Main office location
Powder Ridge Capital LP
116 Gibson Lane
Sagaponack NY 11962, United States
Number of offices
1
Most active in
Powder Ridge Capital LP has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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