RIA Intel›Advisers›New York›WILLOWRIDGE PARTNERS, INC.

WILLOWRIDGE PARTNERS, INC.

Advisory

N·NEW YORK, NY

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM
$2.5B
1-Year AUM Growth
-1.2%
3-Year CAGR
+6.5%
Employees
12
Assets Under Management
Total AUM$2.5B
Discretionary AUM$2.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees12
Investment Advisers18
Employee Growth (1Y)+12.5%
Filing History
Total Filings on Record20
First FilingFeb 14, 2012
Latest FilingMar 11, 2026
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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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