Skip to the page

Data / Investment advisers / Connecticut / Ridgeview Asset Management Partners, LLC

Ridgeview Asset Management Partners, LLC, Stamford, CT: $388 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Ridgeview Asset Management Partners, LLC is an SEC registered investment adviser with its main office in Stamford, Connecticut and reports $388 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include high net worth individuals, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management and performance based fees. It advises 6 private funds.

The request: Watch Ridgeview Asset Management Partners, LLC (CRD number 283786): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Registration
SEC registered investment adviser
CRD number
283786
SEC file number
801-110015
SEC status
Approved, effective February 24, 2017
Main office
60 Long Ridge Road Suite 306, Stamford, CT 06902
Phone
(203) 595-5535
Website
ridgeviewasset.com
Regulatory AUM
$387,887,138 in the Form ADV filed March 23, 2026
Discretionary AUM
$387,887,138
Accounts
137
Employees
3, of which 2 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, performance based fees
Private funds
6: 4 private equity funds, 1 real estate fund, 1 other private fund
Gross assets of private funds
$67,590,000
Form ADV Item 11 disclosures
Reported: SEC or CFTC regulatory actions
Latest Form ADV filing
March 23, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
High net worth individuals129$312.6 million
Pooled investment vehicles6$67.6 million
Charitable organizationsFewer than 5$7.7 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$387.9 millionMarch 23, 2026
December 1, 2025$321.5 millionMarch 29, 2025

Other advisers in Stamford

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.