Vision Ridge Partners provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 9 private funds.
Vision Ridge Partners reports 9 clients. They include 9 pooled investment vehicles. Of its assets, 100.0% ($6.11B across 24 accounts) are managed with discretion. Of its clients, 9% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 99% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 9 | $6.07B | 99.4% | $675M |
| Charitable organizations | Fewer than 5 | $38M | 0.6% | — |
| Total | 9 | $6.11B | 100% | — |
- Clients
- 9
- Regulatory AUM
- $6.07B
- AUM share
- 99.4%
- Avg. per client
- $675M
- Clients
- Fewer than 5
- Regulatory AUM
- $38M
- AUM share
- 0.6%
- Avg. per client
- —
Total
- Clients
- 9
- Regulatory AUM
- $6.11B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 9%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 9
Vision Ridge Partners is paid through a percentage of assets under management, performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Drakes View Partners II, LLC owns 50% to 75% of Vision Ridge Partners and is in turn owned by Reuben Munger (50–75%) and Reuben A.s. Munger 2021 Irrevocable Trust (25–50%). The leadership team of Vision Ridge Partners includes President Justin Goerke, Chief Investment Officer Reuben Munger and Chief Operating Officer Matthew Fox. It has 35 employees.
Staff
- 35 employees
- 35 in advisory functions
- Owns 50% to 75% of Vision Ridge Partners, LLC
Drakes View Partners II, LLC
Control person · since July 2022
- Owns 50% to 75% of Drakes View Partners II, LLC
Reuben Munger
Control person · since December 2021
- Owns 25% to 50% of Drakes View Partners II, LLC
Reuben A.s. Munger 2021 Irrevocable Trust
Control person · since August 2022
- Owns 10% to 25% of Vision Ridge Partners, LLC
Justin Goerke
Control person · since December 2021
- Owns 5% to 10% of Vision Ridge Partners, LLC
Duyen Tran
since March 2018
- Owns 5% to 10% of Vision Ridge Partners, LLC
Matthew Fox
Control person · since April 2022
Vision Ridge Partners’ regulatory assets grew 2.7× from $2.29B (March 2021) to $6.11B (May 2026); clients fell from 13 to 9 and employees rose from 19 to 35.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $6.11B | 9 | 35 | 4 |
| May 2025May 2025 | $4.93B | 8 | 42 | 4 |
| May 2024May 2024 | $3.96B | 7 | 34 | 4 |
| Jun 2023June 2023 | $3.21B | 9 | 27 | 4 |
| Mar 2022March 2022 | $2.78B | 13 | 23 | 2 |
| Mar 2021March 2021 | $2.29B | 13 | 19 | 2 |
Besides its headquarters, Vision Ridge Partners has 3 offices, with 4 listed addresses in the U.S. and abroad.
California · 1 listed address
- 695 Town Center DR, Costa Mesa
Colorado · 1 listed address
- 1011 Walnut Street, Suite 400, BoulderHQ
New York · 1 listed address
- 915 Broadway, New York
International offices
- 26 ST. JAMES'S SQUARE, LONDON, SW1Y 4JH, United Kingdom
Contact and registration details
- Legal name
- Vision Ridge Partners, LLC
- Headquarters
- 1011 Walnut Street, Suite 400, Boulder, CO 80302
- Website
- vision-ridge.com
- Phone
- 720-616-6506
- @vision-ridge-partners-llc
- SEC file
- 801-110951
- Structure
- Delaware LLC
- Fiscal year end
- December
Vision Ridge Partners has custody of client assets.
What the accounts hold
- Other100%
- Private non-exchange traded securities.100%
How many clients does Vision Ridge Partners have?
Vision Ridge Partners has 9 clients and manages $6.11 billion for them, as of May 2026. They include 9 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 May 2026
What services does Vision Ridge Partners offer?
Vision Ridge Partners 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 Vision Ridge Partners have?
Vision Ridge Partners has 0 investment adviser representatives registered with state securities authorities, out of 35 employees, and 35 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 Vision Ridge Partners invest in?
At the end of its last fiscal year, Vision Ridge Partners’ separately managed accounts held 100% other. The 100% other category is described as: Private Non-Exchange Traded Securities. It advises 9 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 Vision Ridge Partners?
Vision Ridge Partners is owned through a holding company by Reuben A.s. Munger 2021 Irrevocable Trust and Reuben Munger. Its direct owners are Duyen Tran (5% to 10%), Justin Goerke (10% to 25%), Matthew Fox (5% to 10%) and Drakes View Partners II, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 28 May 2026
How does Vision Ridge Partners get paid?
Vision Ridge Partners is paid through a percentage of assets under management, performance-based fees and other compensation. 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
How do I contact Vision Ridge Partners?
Vision Ridge Partners’ main office is at 1011 Walnut Street, Suite 400, Boulder, CO 80302. Its phone number is 720-616-6506. Its website is vision-ridge.com.