Ridgeview Asset Management Partners, LLC

Ridgeview Asset Management Partners, LLC is a registered investment adviser with the SEC, established in November 2016. The firm specializes in offering customized discretionary investment advisory services to high net worth individuals, families, trusts, foundations, and endowments through separately managed accounts (SMAs). Ridgeview's investment strategy involves allocating assets to a broad range of global asset classes, including equities, bonds, commodities, and ETFs, based on each client's risk profile and financial situation. The firm manages $321,479,242 on a discretionary basis as of December 31, 2024, with a minimum SMA account size of $5 million and a minimum Fund investment of $500,000. Ridgeview charges asset-based management fees for Individual Clients, with fees negotiated based on certain criteria. The firm does not offer wrap fee programs and does not receive compensation for securities transactions. Ridgeview acts as a fiduciary, with a code of ethics in place to ensure client interests are prioritized. The firm does not vote proxies for Individual Clients but may do so for the Funds it manages. Ridgeview does not have custody of SMA securities but does for the Funds it manages. The firm has not been subject to bankruptcy and has no known financial impairments.