RIA Intel›Advisers›New Jersey›RIDGEWOOD INVESTMENTS LLC

RIDGEWOOD INVESTMENTS LLC

Advisory

N·SPRINGFIELD, NJ

Data as of Apr 3, 2026 · Source: SEC Form ADV

Total AUM

$419M

1-Year AUM Growth

+7.7%

3-Year CAGR

-2.3%

Employees

5

Assets Under Management

Total AUM$419M

Discretionary AUM$355M

Non-Discretionary AUM$64M

Discretionary %84.8%

Total Clients268

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record41

First FilingFeb 24, 2006

Latest FilingApr 3, 2026

🔒 Full AUM trend chart and 41 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RIDGEWOOD INVESTMENTS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.