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Ridgeleigh Capital
SEC-regulated
Registered investment advisor
**Background and Expertise:**
MACD Advisors LLC, operating as Ridgeleigh Capital, is a registered investment adviser established in 2014. The firm primarily provides non-discretionary investment advisory services to managed accounts and discretionary services to a limited partnership fund. Ridgeleigh tailors its strategies to each client's needs, considering risk profiles, asset allocation, and investment restrictions. The principal owner of Ridgeleigh is Ajay G. Shroff.
**Consumer-Facing Terms:**
- **Minimum Initial Investment:** Minimum investment amounts for managed accounts are negotiable, while Fund investors typically range from $500,000 to $5,000,000.
- **Fee Structure:** Fees for advisory services are negotiable and generally billed monthly, quarterly, or annually. The Relying Adviser receives an annual incentive allocation from the Fund's special limited partner.
- **Fiduciary Status:** The firm acts as a fiduciary, ensuring recommendations are in the best interest of clients.
- **Investment Discretion:** Ridgeleigh operates on a non-discretionary basis for managed accounts, while the Relying Adviser has discretionary authority over the Fund's assets.
**Advisory Business Description:**
Ridgeleigh provides investment advisory services based on established strategies, including asset allocation, investment opportunity analysis, and monitoring. The firm may recommend investments in private funds, businesses, and third-party investment funds. The Relying Adviser manages the Fund's assets according to established investment objectives, strategies, and risk profiles.
**Investment Philosophy:**
The firm conducts due diligence on potential investments, utilizing quantitative and qualitative research techniques. Clients are advised on a variety of investments, including publicly traded securities, derivatives, private placements, and more. Ridgeleigh emphasizes the risks associated with investments and tailors strategies to each client's objectives.
This summary provides an overview of MACD Advisors LLC's background, expertise, consumer terms, investment discretion, and investment philosophy, as outlined in their brochure.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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