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They include 114 individual clients, 62 pooled investment vehicles and 56 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 3 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ridgewood Investments offer?","answer":"Ridgewood Investments provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Ridgewood Investments use?","answer":"Ridgewood Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $167M, National Financial Services LLC (Boston, MA), with $149M and Interactive Brokers LLC (Greenwich, CT), with $3.29M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ridgewood Investments have?","answer":"Ridgewood Investments has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 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 Ridgewood Investments invest in?","answer":"At the end of its last fiscal year, Ridgewood Investments’ separately managed accounts held 71% exchange-traded equities, 13% pooled vehicles (private funds and similar), 9% cash and equivalents, 5% other and 2% U.S. government and agency bonds. The 5% other category is described as: Foreign Stocks, Adr'S. It advises 7 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 Ridgewood Investments?","answer":"Ridgewood Investments’ direct owners are Kaushal Majmudar (75% or more) and Ahalya Nava-Majmudar (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 3 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ridgewood Investments get paid?","answer":"Ridgewood Investments is paid through a percentage of assets under management, hourly charges, 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"}},{"question":"How do I contact Ridgewood Investments?","answer":"Ridgewood Investments’ main office is at 623 Morris Avenue, Springfield, NJ 07081. Its phone number is 973-544-6970. 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