SourcingSourcing

LONG RIDGE CAPITAL MANAGEMENT LP

C25
CRD 163730·SEC 801-115107·NEW YORK, NY
AUM
$2.10B
$1B+
Est. Revenue
$21.0M
@ 1% on AUM
Est. EBITDA
$6.3M
@ 30% margin
Est. Deal Value
$50.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LONG RIDGE CAPITAL MANAGEMENT LP
CRD
163730
SEC file #
801-115107
EIN
000000000
DBA names
Long Ridge Equity Partners

Economics

AUM
$2.10B
AUM band
$1B+
AUM trajectory
'20'26
$453.5M → $2.10B▲ +363%
Client mix
Pooled Investment Vehicles14

Operations

Employees (total)
27
Advisory staff (per ADV)
20
Advisory staff (5-yr trend)
'20'26
10 advisors → 20 advisors▲ +100%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
lrepllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BHATT, KEVIN, BHALCHANDRA
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
BHATT, KEVIN, BHALCHANDRA
BROWN, JAMES, GERARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LREPLLC.COM
Rdap Domain Creation Date
2007-09-10T16:41:41Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001974396
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2023-07-11
Edgar Last Filing Date
2023-07-11
Edgar Form D Count
1
Edgar Form D Offerings
2023-07-112023-07-11 · 0001012975-23-000289

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust28
Jpmorgan24
E*trade4
Edgar Addresses
Mailing
1120 AVENUE OF THE AMERICASSUITE 1807NEW YORK, NY 10036
Business
1120 AVENUE OF THE AMERICASSUITE 1807NEW YORK, NY 10036
Edgar EIN
000000000
Edgar Recent Filings
D2023-07-11 · 0001012975-23-000289
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-09-10T16:41:41Z
Rdap Domain Last Changed
2022-11-18T01:03:34Z
Rdap Nameservers
Ns35.domaincontrol.comNs36.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6049338
Trust Company Affiliate
No

People (5)

5
BHATT, KEVIN, BHALCHANDRA
Direct Owner · 62.5%
6049338
BROWN, JAMES, GERARD
Direct Owner · 62.5%
5952970
Cedar, Andrew, Newman
Executive Officer · 2.5%
7715457
LITTLE, DONNA, MARIE
Executive Officer · 2.5%
6029482
MELTON, JASON, SHELDON
Executive Officer · 2.5%
5447533