Essex Ridge Capital Group, LLC

Essex Ridge Capital Group, LLC is an investment advisor firm established in 2007 and registered with the SEC. The firm specializes in providing investment supervisory services and advice on various securities, including equity securities, corporate debt securities, mutual fund shares, and more. Essex Ridge offers discretionary investment advisory services to high-net-worth individuals and institutions, with total assets under management of $137,376,842.91 for discretionary clients as of December 31, 2022. For high-net-worth individual and institutional accounts, Essex Ridge typically charges an annual fee of 1.00% of assets under management, billed monthly in advance. The firm does not charge performance-based fees. Minimum initial account values are set at $100,000 for high-net-worth individuals and $250,000 for institutional accounts, with the possibility of accepting lesser amounts at its discretion. Essex Ridge employs a long-term investment strategy, primarily using fundamental security analysis. The firm conducts thorough due diligence on investment managers and regularly monitors their performance and strategies. Clients retain ownership of their securities and cash, with custody maintained by qualified custodians. Essex Ridge has a business continuity plan in place and upholds a privacy policy to protect clients' personal financial information.