Ridgemont Partners Management, LLC
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Overview
Ridgemont Partners Management, LLC is an advisory firm headquartered in Charlotte, North Carolina. Ridgemont Partners Management, LLC manages $9.7 billion in assets under management over 29 accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). The firm has an average-sized group, including 54 financial advisors. Ridgemont Partners Management, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like options, bonds and stocks.
Ridgemont Partners Management, LLC administers 28 of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without needing to seek the customer's consent. Ridgemont Partners Management, LLC also administers one non-discretionary accounts with a total of $7.8 million in assets. Ridgemont Partners Management, LLC oversees about $333.7 million in assets for every client account. The typical financial advisor at Ridgemont Partners Management, LLC administers fewer than one client account, making it one of the most individualized advisor firms in the country.
Ridgemont Partners Management, LLC's headquarters is located at 101 S. Tryon Street, Charlotte, North Carolina 28280. The company is registered to serve customers throughout 2 states, including North Carolina and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ridgemont Partners Management, LLC by the Numbers
$9.7 billion
54
29
$333.7 million
Fee Structure
Financial advisory fees largely depend on the type of financial services provided. Fees charged by Ridgemont Partners Management, LLC can be comprised of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to pooled investment vehicles. Out of its 29 customers, Ridgemont Partners Management, LLC's largest client type by number of accounts is pooled investment vehicles. None of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ridgemont Partners Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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