RIDGEMONT PARTNERS MANAGEMENT, LLC

Latest filing: Mar 31, 2025 (107 days ago)

AUM

$8,252,469,847
8% change vs. 1 year ago
20% change vs. 3 years ago
80% change vs. 5 years ago
382% change vs. 10 years ago

Employee Count

60
3% change vs. 1 year ago
20% change vs. 3 years ago
30% change vs. 5 years ago
131% change vs. 10 years ago

Main Office

CHARLOTTE, NC
101 S. TRYON STREET, CHARLOTTE, NC, UNITED STATES, 28280

Client AUM

Discretion AUM
Discretionary $8.3
Non-Discretionary $0.0
Total $8.3
Client AUM
Retail $0.0
Pooled $8.2
Institutional $0.1
Total $8.3
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

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.1
Retail SMA AUM $0.0
Institutional SMA AUM $0.1
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
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 100% $0.1
Total 100% $0.1

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
REP RO COINVEST IV GP, LLC $0.0 -
RIDGEMONT SECONDARY MANAGEMENT I, L.P. $0.0 -
RIDGEMONT EQUITY MANAGEMENT I, L.P. $0.0 -
REP COINVEST III AAD GP, LLC $0.0 -
REP COINVEST III TEC GP, LLC $0.0 -
REP COINVEST III AGP GP, LLC $0.0 -
REP COINVEST III OMNI GP, LLC $0.0 -
RIDGEMONT EQUITY MANAGEMENT IV, L.P. $0.0 -
RIDGEMONT EQUITY MANAGEMENT II, L.P. $0.0 -
REP COINVEST GP II-A, LLC $0.0 -
RIDGEMONT CAPITAL MANAGEMENT V, L.P. $0.0 -
RIDGEMONT EQUITY ENERGY MANAGEMENT, L.P. $0.0 -
RIDGEMONT EQUITY MANAGEMENT III, L.P. $0.0 -
REP WWP COINVEST IV GP, LLC $0.0 -
REP CO-INVEST GP, LLC $0.0 -
RIDGEMONT EQUITY MANAGEMENT HS CF, L.P. $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

2 active

Name Title
BALOGH, EDWARD, ALBERT CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL 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 $8.3 $0.0 0% 60 0 0%
2025-04-21 $8.3 $0.0 0% 60 0 0%
2024-04-02 $7.6 $0.6 8% 58 2 3%
2023-04-04 $9.7 -$1.4 -15% 54 6 11%
2022-04-01 $6.9 $1.4 20% 50 10 20%
2021-04-05 $5.0 $3.3 67% 51 9 18%
2020-04-01 $4.6 $3.7 80% 46 14 30%
2019-04-01 $4.3 $3.9 91% 39 21 54%
2018-04-02 $2.7 $5.5 205% 30 30 100%
2017-04-01 $2.3 $6.0 259% 28 32 114%
2016-04-01 $2.2 $6.0 271% 27 33 122%
2015-04-01 $1.7 $6.5 382% 26 34 131%
2014-04-01 $1.9 $6.4 342% 28 32 114%
2013-04-01 $1.9 $6.4 334% 22 38 173%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NC, NC-03/30/2012, TX-03/31/2021
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV