SourcingSourcing

RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC

C24
CRD 283786·SEC 801-110015·STAMFORD, CT
AUM
$387.9M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC
CRD
283786
SEC file #
801-110015
EIN
832053742
DBA names
—

Economics

AUM
$387.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$140.4M → $387.9M▲ +176%
Client mix
Individuals High Net Worth129
Pooled Investment Vehicles6

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
ridgeviewasset.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROBINSON, MICHAEL, WILLIAM
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ROBINSON, MICHAEL, WILLIAM
WATKINS, JOHN, WINSLOW
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
RIDGEVIEWASSET.COM
Rdap Domain Creation Date
2015-10-20T00:40:57Z
Rdap Firm Age Years
11
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
0001755555
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2018-10-11
Edgar Last Filing Date
2018-10-11
Edgar Form D Count
1
Edgar Form D Offerings
2018-10-112018-10-11 · 0001755555-18-000001

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Jpmorgan12
Charles Schwab6
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
60 LONG RIDGE ROADSUITE 306STAMFORD, CT 06902
Business
60 LONG RIDGE ROADSUITE 306STAMFORD, CT 06902
Edgar EIN
832053742
Edgar Recent Filings
D2018-10-11 · 0001755555-18-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-20T00:40:57Z
Rdap Domain Last Changed
2025-10-20T14:58:46Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6731468
Trust Company Affiliate
No

People (3)

3
ROBINSON, MICHAEL, WILLIAM
IAR · Direct Owner · 37.5%
6731468
WATKINS, JOHN, WINSLOW
Direct Owner · 37.5%
1198964
SEMMER, ANN, THERESA
Executive Officer · 2.5%
3081920