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Ridgemont Partners Management

SEC-registered adviser since 2012Charlotte, NCCRD 157421

32
Clients
61
Advisory staff

From Form ADV filed 30 March 2026 · data retrieved 15 October 2026SEC record

Ridgemont Partners Management is an investment adviser headquartered in Charlotte, North Carolina, and registered with the SEC since 2012. Its clients include pooled investment vehicles and other clients.

Its services include portfolio management for pooled vehicles and portfolio management for institutions. Fee arrangements include a percentage of assets under management, fixed fees and performance-based fees. Ridgemont Partners Management Holdings, L.P. owns 75% or more of Ridgemont Partners Management.

Clients

Ridgemont Partners Management serves 32 clients. The average client has about $321 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles32 clients100%
  • Other0%
Show client breakdown
Pooled investment vehicles
Clients
32
Regulatory AUM
$10,248,109,995
Share
99.9%
Avg. per client
$320.3M
Other
Clients
Not reported
Regulatory AUM
$11,998,844
Share
0.1%
Avg. per client
—

Total

Clients
32
Regulatory AUM
$10,260,108,839
Share
100%
Avg. per client
$320.6M

What it does

Ridgemont Partners Management provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees and performance-based fees.

Ridgemont Partners Management advises 32 private funds.

100.0% of assets ($10.26B across 33 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Other100%
    • Llc interest100%

Custodians

Ridgemont Partners Management has custody of client assets.

Managed account assets by custodian
  • All other custodians$10.26B100%

Ownership and leadership

Ridgemont Partners Management Holdings, L.P. owns 75% or more of Ridgemont Partners Management.

Who owns the firm
Ridgemont Partners Management, LLC· the adviser
  • Ridgemont Partners Management Holdings, L.P.

    Control person · since September 2013

    Owns 75% or more of Ridgemont Partners Management, LLC

Leadership

  • Jane Caldwell
    Chief Operating Officer
  • Edward Balogh
    Chief Compliance Officer
  • Charles Anderson
    Officer/Partner
  • Angus Brown
    Controller
  • Anthony Cassano
    Partner
  • Scott Dillon
    Officer/Partner
  • Daniel Harknett
    Officer/Partner
  • Ryan Jack
    Partner
  • John Purcell
    Officer/Managing Partner
  • John Shimp
    Officer/Managing Partner

Staff

  • 61 employees
  • 61 in advisory functions

Fees

Ridgemont Partners Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.

Ridgemont Partners Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Ridgemont Partners Management has 1 office, with 2 listed addresses across 2 states.

Listed office addresses by state

North Carolina · 1 listed address

  • 101 S. Tryon Street, Suite 3400, CharlotteHQ

Other business names

Ridgemont Partners Management has reported 1 other business name to the SEC.

  • Ridgemont Equity Partners

Registration details

Legal name
Ridgemont Partners Management, LLC
Headquarters
101 S. Tryon Street, Suite 3400, Charlotte, NC 28280
SEC file
801-73313
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Ridgemont Partners Management have?

Ridgemont Partners Management has 32 clients and manages $10.3 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026

What services does Ridgemont Partners Management offer?

Ridgemont Partners Management provides portfolio management for pooled vehicles and portfolio management for institutions.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Ridgemont Partners Management have?

Ridgemont Partners Management has 0 investment adviser representatives registered with state securities authorities, out of 61 employees, and 61 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Ridgemont Partners Management invest in?

At the end of its last fiscal year, Ridgemont Partners Management’s separately managed accounts held 100% llc interest. It advises 32 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Ridgemont Partners Management?

Ridgemont Partners Management’s direct owner is Ridgemont Partners Management Holdings, L.P. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026

How does Ridgemont Partners Management get paid?

Ridgemont Partners Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 30 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 157421.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Ridgemont Partners Management, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.