{"url":"https://nivawealth.com/firms/ridgemont-partners-management-157421","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157421","regulatoryAum":10260108839,"crd":"157421","secFileNumber":"801-73313","legalName":"Ridgemont Partners Management, LLC","displayName":"Ridgemont Partners Management","website":"http://www.ridgemont.pe","linkedinUrl":"https://www.linkedin.com/company/ridgemont-equity-partners","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"101 S. Tryon Street, Suite 3400","city":"Charlotte","state":"NC","stateName":"North Carolina","country":"United States","postalCode":"28280"},"tradeNames":["Ridgemont Equity Partners"],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":61,"advisory":61,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":10260108839,"discretionaryAccounts":33,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":32,"regulatoryAum":10248109995},{"label":"Other","clients":null,"regulatoryAum":11998844}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Ridgemont Partners Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jane Caldwell","title":"Chief Operating Officer","crd":"5101869"},{"name":"Edward Balogh","title":"Chief Compliance Officer","crd":"5748103"},{"name":"Charles Anderson","title":"Officer/Partner","crd":"8067032"},{"name":"Angus Brown","title":"Controller","crd":"8244522"},{"name":"Anthony Cassano","title":"Partner","crd":"4990037"},{"name":"Scott Dillon","title":"Officer/Partner","crd":"8067038"},{"name":"Daniel Harknett","title":"Officer/Partner","crd":"8067041"},{"name":"Ryan Jack","title":"Partner","crd":"5899882"},{"name":"John Purcell","title":"Officer/Managing Partner","crd":"7236690"},{"name":"John Shimp","title":"Officer/Managing Partner","crd":"5672061"}],"ownership":[{"label":"Ridgemont Partners Management Holdings, L.P.","detail":"Sole member of ridgemont partners management, llc in the 75% or more ownership band and a control person, since September 2013."},{"label":"Ridgemont Partners Management Holdings, LLC","detail":"Indirect owner: general partner of ridgemont management holdings, l.p. of Ridgemont Partners Management Holdings, L.P. and a control person, since May 2022.","parent":"Ridgemont Partners Management Holdings, L.P."},{"label":"John Purcell","detail":"Indirect owner: member of management committee of ridgemont partners management holdings, llc of Ridgemont Partners Management Holdings, LLC and a control person, since May 2022.","parent":"Ridgemont Partners Management Holdings, LLC"},{"label":"John Shimp","detail":"Indirect owner: member of management committee of ridgemont partners management holdings, llc of Ridgemont Partners Management Holdings, LLC and a control person, since May 2022.","parent":"Ridgemont Partners Management Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"North Carolina","offices":1,"addresses":[{"street":"101 S. Tryon Street, Suite 3400","city":"Charlotte","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"3811 Turtle Creek BLVD.","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"704-944-0914","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Other","percent":100,"detail":"LLC Interest"}],"privateFunds":32},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157421/PDF/157421.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ridgemont Partners Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ridgemont Partners Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Ridgemont Partners Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ridgemont Partners Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ridgemont Partners Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ridgemont Partners Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}