SourcingSourcing

GRADIENT RIDGE CAPITAL, L.P.

C29
CRD 340497·SEC 801-135422·NORWALK, CT
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GRADIENT RIDGE CAPITAL, L.P.
CRD
340497
SEC file #
801-135422
EIN
000000000
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
—
Primary office
NORWALK CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LASUSA, CHRISTOPHER
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
LASUSA, CHRISTOPHER
SCHWARTZ, ANDREW, FRENCHMAN
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002124573
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-03-31
Edgar Last Filing Date
2026-03-31
Edgar Form D Count
1
Edgar Form D Offerings
2026-03-312026-03-31 · 0000902664-26-001793

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2032
Soi Zip Pct 200k Plus
0.0675
Soi Zip Returns 200k Plus
1,020
Soi Zip Total AGI
1,263,751
Fdic Zip Total Deposits
13,299,215,000
Fdic Zip Branch Count
182
Fdic Zip Top Banks
Citibank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
E*trade4
Edgar Addresses
Mailing
50 WASHINGTON AVENUESUITE 403ENORWALK, CT 06854
Business
50 WASHINGTON AVENUESUITE 403ENORWALK, CT 06854
Edgar EIN
000000000
Edgar Recent Filings
D2026-03-31 · 0000902664-26-001793
Fdic Zip Branches Raw
Fairfield County Savings BankNorwalk, CT
The Chase Manhattan Bank of Connecticut, National AssociationNorwalk, CT
Fdic Zip HHI
1806.01
Fdic Zip Top Bank Share Pct
36.61
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI57,061
Returns4,820
Stub 2
AGI131,078
Returns3,560
Stub 3
AGI142,554
Returns2,320
Soi Zip Total Business Income
67,104
Soi Zip Total Cap Gains
87,525
Soi Zip Total Dividends
33,396
Soi Zip Total Returns
15,110
Top Owner CRD
4396236
Trust Company Affiliate
No

People (3)

3
LASUSA, CHRISTOPHER
Direct Owner · 37.5%
4396236
SCHWARTZ, ANDREW, FRENCHMAN
Direct Owner · 37.5%
2183300
MURPHY, CHARLES
Executive Officer · 2.5%
5042315