Ridgeview Asset Management Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$312,586,405
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
129
100% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
129
Very HighAverage account size
$2,423,150
About
Ridgeview Asset Management Partners is an SEC‑registered investment adviser that serves high‑net‑worth individuals, families, trusts, foundations, and endowments through customized separately managed accounts and also provides discretionary management to closed‑end private funds and special purpose vehicles. The firm reports $387,887,138 in discretionary assets under management and discloses minimums for its products (SMA minimum $5 million; Fund minimum $500,000).
The firm’s investment approach emphasizes rules‑based, risk‑controlled programs that allocate across broad global asset classes (U.S. and non‑U.S. equities, various fixed income sectors, commodities, and ETFs), combining mathematical models with professional oversight and selected third‑party sub‑advisers to tailor portfolios to each client’s risk profile. For pooled vehicles, Ridgeview states it has ultimate discretion and governs fund investments according to offering documents, and it may structure co‑investments alongside funds where appropriate.
Ridgeview differs from many peers by acting as a private fund sponsor and manager for multiple closed‑end funds and SPVs and by receiving performance‑based carried interest through related general‑partner entities, roles that are relatively uncommon among supported firms. The firm also discloses a prior SEC order in 2022 concerning late delivery of private fund financial statements and notes certain operational distinctions such as waiving management fees for specific SPVs.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Private / alternative investments
Passive / index investing
Tax-loss harvesting
Fee options
$0+: Up to 1.00% annually for Taxable Core Equity Individual Clients $0+: Up to 0.65% annually for Fixed Income Individual Clients $0+: Up to 0.65% annually for Institutional/Retirement Individual Clients
Ridgeview affiliates (General Partners) receive carried interest (performance fees) from Fund Clients as detailed in Fund offering documents.
Account minimum: $5 million for separately managed accounts (SMAs); $500,000 for Funds (minimums may be waived at Ridgeview's discretion) Fee-only: Management fees charged for advisory services; no commissions or other fees charged by Ridgeview for securities transactions or sub-adviser services.
Main office location
Ridgeview Asset Management Partners, LLC
60 Long Ridge Road, Suite 306
Stamford CT 06902, United States
Number of offices
1
Most active in
Ridgeview Asset Management Partners, LLC has reported serving >5 clients in these states in the last 12 months.
California · Connecticut
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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")