RIA Intel›Advisers›North Carolina›RIDGEMONT PARTNERS MANAGEMENT, LLC

RIDGEMONT PARTNERS MANAGEMENT, LLC

Advisory

N·CHARLOTTE, NC

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$10.3B
1-Year AUM Growth
+8.1%
3-Year CAGR
+6.4%
Employees
61
Assets Under Management
Total AUM$10.3B
Discretionary AUM$10.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients30
Team
Total Employees61
Investment Advisers61
Employee Growth (1Y)+7.4%
Filing History
Total Filings on Record24
First FilingJun 6, 2011
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 24 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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