BEDFORD RIDGE CAPITAL
Latest filing: Mar 31, 2025 (92 days ago)
AUM
$1,319,582,033
65% change vs. 1 year ago
61% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
5
25% change vs. 1 year ago
25% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEW YORK, NY
106 WEST 56TH STREET, NEW YORK, NY, UNITED STATES, 10019
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.0 |
| Non-Discretionary | $0.3 |
| Total | $1.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.0 |
| Institutional | $0.3 |
| Total | $1.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| J.P. MORGAN SECURITIES LLC | NEW YORK-TX-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 28% | $0.1 |
| Equity Non-Exch | 45% | $0.1 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 27% | $0.1 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| KLABER, ANDREW | PRESIDENT, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER, MANAGING MEMBER |
| LARSEN-BLOUNT, KATHERINE | PARTNER, CHIEF ADMINISTRATIVE OFFICER |
| CONSTANTINIDES, TINA, GENY | PARTNER, CHIEF OPERATING OFFICER |
| REIDLER, MICHAEL | PARTNER, CHIEF FINANCIAL OFFICER |
| DE LA ROCA, NICOLE, JUSTINE | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.3 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $1.3 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $0.8 | $0.5 | 65% | 4 | 1 | 25% |
| 2023-04-04 | $0.7 | $0.6 | 81% | 4 | 1 | 25% |
| 2022-04-01 | $0.8 | $0.5 | 61% | 4 | 1 | 25% |
| 2021-04-05 | $1.3 | $0.1 | 5% | 4 | 1 | 25% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, NY-03/31/2022 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV