RIDGEWOOD INVESTMENTS LLC
Legal name: RIDGEWOOD INVESTMENTS
CRD #121220 SEC #801-66378 SPRINGFIELD, NJ 973-544-6970
SEC Registered Private Funds
Total AUM
$346.7M
Discretionary
$290.6M
Employees
5
Clients
0
Accounts
469
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $346.7M | $290.6M | $56M | 5 | 0 |
| Oct 2025 | $346.7M | $290.6M | $56M | 5 | 0 |
| Mar 2025 | $346.7M | $290.6M | $56M | 5 | 0 |
| Sep 2024 | $325.7M | $270.7M | $55M | 6 | 0 |
| Apr 2024 | $325.7M | $270.7M | $55M | 6 | 0 |
| Mar 2024 | $325.7M | $270.7M | $55M | 6 | 0 |
| Jul 2023 | $302.4M | $246.2M | $56.2M | 6 | 0 |
| Mar 2023 | $302.4M | $246.2M | $56.2M | 6 | 0 |
| Nov 2022 | $340.8M | $278.1M | $62.8M | 6 | 0 |
| May 2022 | $340.8M | $278.1M | $62.8M | 6 | 0 |
| Mar 2022 | $340.8M | $278.1M | $62.8M | 6 | 0 |
| Nov 2021 | $353.1M | $297.4M | $55.7M | 6 | 0 |
| Mar 2021 | $353.1M | $297.4M | $55.7M | 6 | 0 |
| Jul 2020 | $333.9M | $280.1M | $53.8M | 5 | 0 |
| Jun 2020 | $333.9M | $280.1M | $53.8M | 5 | 0 |
| Mar 2020 | $333.9M | $280.1M | $53.8M | 5 | 0 |
| Mar 2019 | $296.7M | $251.1M | $45.5M | 4 | 0 |
| Dec 2018 | $271.6M | $224M | $47.6M | 4 | 0 |
| Mar 2018 | $271.6M | $224M | $47.6M | 4 | 0 |
| May 2017 | $208.2M | $169.4M | $38.9M | 5 | 154 |
| Mar 2017 | $208.2M | $169.4M | $38.9M | 5 | 154 |
| Feb 2017 | $234.7M | $167.8M | $66.9M | 4 | 157 |
| Sep 2016 | $234.7M | $167.8M | $66.9M | 4 | 157 |
| Sep 2016 | $234.7M | $167.8M | $66.9M | 4 | 157 |
| Mar 2016 | $234.7M | $167.8M | $66.9M | 4 | 157 |
| Sep 2015 | $219.8M | $159.2M | $60.6M | 4 | 242 |
| Aug 2015 | $219.8M | $159.2M | $60.6M | 4 | 242 |
| Mar 2015 | $219.8M | $159.2M | $60.6M | 4 | 242 |
| Feb 2015 | $204.4M | $153.5M | $50.9M | 4 | 200 |
| Mar 2014 | $204.4M | $153.5M | $50.9M | 4 | 200 |
| Apr 2013 | $149.1M | $109.3M | $39.7M | 5 | 200 |
| Feb 2013 | $138.8M | $99.5M | $39.3M | 4 | 155 |
| Oct 2012 | $138.8M | $99.5M | $39.3M | 1 | 155 |
| Aug 2012 | $133.7M | $95.7M | $38M | 1 | 131 |
| Mar 2012 | $126.2M | $91.5M | $34.7M | 1 | 131 |
| Mar 2011 | $104.3M | $76M | $28.3M | 5 | -- |
| Mar 2011 | $104.3M | $76M | $28.3M | 5 | -- |
| Mar 2008 | $52.6M | $52.6M | $0 | 5 | -- |
| Jan 2007 | $38.7M | $38.7M | $0 | 5 | -- |
| Mar 2006 | $28.3M | $28.3M | $0 | 5 | -- |
| Feb 2006 | $28.3M | $28.3M | $0 | 5 | -- |
DateOct 2025
Total AUM$346.7M
Discretionary$290.6M
Non-Disc.$56M
Employees5
Clients0
DateOct 2025
Total AUM$346.7M
Discretionary$290.6M
Non-Disc.$56M
Employees5
Clients0
DateMar 2025
Total AUM$346.7M
Discretionary$290.6M
Non-Disc.$56M
Employees5
Clients0
DateSep 2024
Total AUM$325.7M
Discretionary$270.7M
Non-Disc.$55M
Employees6
Clients0
DateApr 2024
Total AUM$325.7M
Discretionary$270.7M
Non-Disc.$55M
Employees6
Clients0
DateMar 2024
Total AUM$325.7M
Discretionary$270.7M
Non-Disc.$55M
Employees6
Clients0
DateJul 2023
Total AUM$302.4M
Discretionary$246.2M
Non-Disc.$56.2M
Employees6
Clients0
DateMar 2023
Total AUM$302.4M
Discretionary$246.2M
Non-Disc.$56.2M
Employees6
Clients0
DateNov 2022
Total AUM$340.8M
Discretionary$278.1M
Non-Disc.$62.8M
Employees6
Clients0
DateMay 2022
Total AUM$340.8M
Discretionary$278.1M
Non-Disc.$62.8M
Employees6
Clients0
DateMar 2022
Total AUM$340.8M
Discretionary$278.1M
Non-Disc.$62.8M
Employees6
Clients0
DateNov 2021
Total AUM$353.1M
Discretionary$297.4M
Non-Disc.$55.7M
Employees6
Clients0
DateMar 2021
Total AUM$353.1M
Discretionary$297.4M
Non-Disc.$55.7M
Employees6
Clients0
DateJul 2020
Total AUM$333.9M
Discretionary$280.1M
Non-Disc.$53.8M
Employees5
Clients0
DateJun 2020
Total AUM$333.9M
Discretionary$280.1M
Non-Disc.$53.8M
Employees5
Clients0
DateMar 2020
Total AUM$333.9M
Discretionary$280.1M
Non-Disc.$53.8M
Employees5
Clients0
DateMar 2019
Total AUM$296.7M
Discretionary$251.1M
Non-Disc.$45.5M
Employees4
Clients0
DateDec 2018
Total AUM$271.6M
Discretionary$224M
Non-Disc.$47.6M
Employees4
Clients0
DateMar 2018
Total AUM$271.6M
Discretionary$224M
Non-Disc.$47.6M
Employees4
Clients0
DateMay 2017
Total AUM$208.2M
Discretionary$169.4M
Non-Disc.$38.9M
Employees5
Clients154
DateMar 2017
Total AUM$208.2M
Discretionary$169.4M
Non-Disc.$38.9M
Employees5
Clients154
DateFeb 2017
Total AUM$234.7M
Discretionary$167.8M
Non-Disc.$66.9M
Employees4
Clients157
DateSep 2016
Total AUM$234.7M
Discretionary$167.8M
Non-Disc.$66.9M
Employees4
Clients157
DateSep 2016
Total AUM$234.7M
Discretionary$167.8M
Non-Disc.$66.9M
Employees4
Clients157
DateMar 2016
Total AUM$234.7M
Discretionary$167.8M
Non-Disc.$66.9M
Employees4
Clients157
DateSep 2015
Total AUM$219.8M
Discretionary$159.2M
Non-Disc.$60.6M
Employees4
Clients242
DateAug 2015
Total AUM$219.8M
Discretionary$159.2M
Non-Disc.$60.6M
Employees4
Clients242
DateMar 2015
Total AUM$219.8M
Discretionary$159.2M
Non-Disc.$60.6M
Employees4
Clients242
DateFeb 2015
Total AUM$204.4M
Discretionary$153.5M
Non-Disc.$50.9M
Employees4
Clients200
DateMar 2014
Total AUM$204.4M
Discretionary$153.5M
Non-Disc.$50.9M
Employees4
Clients200
DateApr 2013
Total AUM$149.1M
Discretionary$109.3M
Non-Disc.$39.7M
Employees5
Clients200
DateFeb 2013
Total AUM$138.8M
Discretionary$99.5M
Non-Disc.$39.3M
Employees4
Clients155
DateOct 2012
Total AUM$138.8M
Discretionary$99.5M
Non-Disc.$39.3M
Employees1
Clients155
DateAug 2012
Total AUM$133.7M
Discretionary$95.7M
Non-Disc.$38M
Employees1
Clients131
DateMar 2012
Total AUM$126.2M
Discretionary$91.5M
Non-Disc.$34.7M
Employees1
Clients131
DateMar 2011
Total AUM$104.3M
Discretionary$76M
Non-Disc.$28.3M
Employees5
Clients--
DateMar 2011
Total AUM$104.3M
Discretionary$76M
Non-Disc.$28.3M
Employees5
Clients--
DateMar 2008
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$28.3M
Discretionary$28.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$28.3M
Discretionary$28.3M
Non-Disc.$0
Employees5
Clients--