{"url":"https://nivawealth.com/firms/vision-ridge-partners-174836","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/174836","regulatoryAum":6109806620,"crd":"174836","history":[{"filedOn":"2021-03-29","regulatoryAum":2289622634,"clients":13,"employees":19,"offices":2},{"filedOn":"2022-03-31","regulatoryAum":2782616097,"clients":13,"employees":23,"offices":2},{"filedOn":"2023-06-05","regulatoryAum":3209421465,"clients":9,"employees":27,"offices":4},{"filedOn":"2024-05-14","regulatoryAum":3959340434,"clients":7,"employees":34,"offices":4},{"filedOn":"2025-05-16","regulatoryAum":4927639898,"clients":8,"employees":42,"offices":4},{"filedOn":"2026-05-28","regulatoryAum":6109806620,"clients":9,"employees":35,"offices":4}],"secFileNumber":"801-110951","legalName":"Vision Ridge Partners, LLC","displayName":"Vision Ridge Partners","slug":"vision-ridge-partners-174836","website":"https://vision-ridge.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/174836/c72d3e8e3ea25509-r1.webp","tone":"dark","width":184,"height":200,"sourceUrl":"https://vision-ridge.com/","sourceLabel":"Vision Ridge Partners, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/vision-ridge-partners-llc/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1011 Walnut Street, Suite 400","city":"Boulder","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80302"},"tradeNames":[],"registration":{"secApproved":"1 August 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":35,"advisory":35,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":6109806620,"discretionary":6109806620,"discretionaryAccounts":24,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":9,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":9,"regulatoryAum":6071837186},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":37969434}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Vision Ridge Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Justin Goerke","title":"Founding Partner & President; Member","crd":"7529703"},{"name":"Chester Dawes","title":"Chief Financial Officer","crd":"5873485"},{"name":"Matthew Fox","title":"Partner, Chief Compliance Officer, Chief Operating Officer and Chief Legal Officer; Member","crd":"7245471"},{"name":"Reuben Munger","title":"Managing Partner & Chief Investment Officer","crd":"2786398"},{"name":"Duyen Tran","title":"Member","crd":"6932587"},{"name":"Robert Van Es","title":"Partner; Member","crd":"8065827"}],"ownership":[{"label":"Duyen Tran","detail":"Member in the 5% to 10% ownership band, since March 2018."},{"label":"Justin Goerke","detail":"Founding partner & president; member in the 10% to 25% ownership band and a control person, since December 2021."},{"label":"Matthew Fox","detail":"Partner, chief compliance officer, chief operating officer and chief legal officer; member in the 5% to 10% ownership band and a control person, since April 2022."},{"label":"Drakes View Partners II, LLC","detail":"Member in the 50% to 75% ownership band and a control person, since July 2022."},{"label":"Reuben A.s. Munger 2021 Irrevocable Trust","detail":"Indirect owner: a member of Drakes View Partners II, LLC in the 25% to 50% band and a control person, since August 2022.","parent":"Drakes View Partners II, LLC"},{"label":"Reuben Munger","detail":"Indirect owner: elected manager of Drakes View Partners II, LLC and a control person, since December 2021. Also a member of Drakes View Partners II, LLC in the 50% to 75% band and a control person, since December 2021. Also trustee of reuben a.s. munger 2021 irrevocable trust of Reuben A.s. Munger 2021 Irrevocable Trust and a control person, since June 2021.","parent":"Drakes View Partners II, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[{"city":"LONDON","country":"United Kingdom","postalCode":"SW1Y 4JH","street":"26 ST. JAMES'S SQUARE","display":{"city":"LONDON","region":null,"postalCode":"SW1Y 4JH","ruleVersion":"office-display-1"}}],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"695 Town Center DR","city":"Costa Mesa"}]},{"state":"Colorado","offices":1,"addresses":[{"street":"1011 Walnut Street, Suite 400","city":"Boulder","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"915 Broadway","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"720-616-6506","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Other","percent":100,"detail":"Private Non-Exchange Traded Securities."}],"privateFunds":9},"sources":{"adv1FilingDate":"28 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/174836/PDF/174836.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Vision Ridge Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Vision Ridge Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Vision Ridge Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Vision Ridge Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Vision Ridge Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Vision Ridge Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Vision Ridge Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 28 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"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 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."}