Ridgemont Partners Management, LLC is a large advisory firm based in Charlotte. It manages $4.33 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of North Carolina.
Ridgemont Partners Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ridgemont Partners Management, LLC is $4.33 billion. The firm's AUM has grown by 128% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ridgemont Partners Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Ridgemont Partners Management is pooled investment vehicles with 15 clients and $4.33 billion of assets under management. Among the 11 most similar advisory firms, Ridgemont Partners Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.33 billion for 15 clients. None of the firm’s clients are foreign persons or businesses.
Ridgemont Partners Management also advises several private funds. Namely, fifteen private equity funds. The minimum investment commitment required of non-related persons ranges from $10,000 to $995,000,000.
The company employs 39 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ridgemont Partners Management, LLC performs its advisory services is located at 101 S. Tryon Street, Charlotte, NC 28280, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-944-0914 or by fax 704-944-0973. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at ridgemontpe.com and its LinkedIn profile.