Ridgeback Capital Management

Ridgeback Capital Management serves individuals, high‑net‑worth clients, corporations, trusts, estates and charitable institutions, offering portfolio management, financial planning, and access to third‑party money managers and model portfolios through a managed account program. The firm also provides occasional standalone financial planning and investment selection services on an hourly basis and arranges custodial and execution services through a qualified custodian.

The firm’s investment approach is grounded in Modern Portfolio Theory and it implements client allocations primarily by engaging sub‑advisors, including multi‑asset model portfolios and a large‑cap focused equity manager, which conduct ongoing research and portfolio monitoring. Ridgeback generally does not exercise trading discretion over assets it directly manages; discretionary trading authority is typically held by the third‑party managers it selects, and accounts receive periodic performance reviews.

Distinctive features disclosed in the brochure include an affiliation with the firm owner’s CPA practice and the owner’s role as an insurance agent, meaning clients may obtain accounting/tax services and be offered insurance products under separate engagements. As a small, two‑advisor firm managing roughly $171 million for about 113 clients, Ridgeback relies notably on sub‑advisor relationships and custodian‑provided support and educational resources, a configuration that differs from many peers.