EAGLE RIDGE INVESTMENT MANAGEMENT LLC
CRD #147824 SEC #801-69450 STAMFORD, CT 203-227-4515
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
13
Clients
51
Accounts
919
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CONNARD, BENJAMIN | I | MEMBER | NA | |
| CONNARD, BENJAMIN | I | MEMBER | NA | |
| CONNARD, BENJAMIN | I | MEMBER | NA | |
| CONNARD, BENJAMIN | I | MEMBER | NA | |
| FRELINGHUYSEN, NICHOLAS, LAWRENCE | I | PRINCIPAL | NA | Control |
| FRELINGHUYSEN, NICHOLAS, LAWRENCE | I | PRINCIPAL | NA | Control |
| FRELINGHUYSEN, NICHOLAS, LAWRENCE | I | PRINCIPAL | NA | Control |
| FRELINGHUYSEN, NICHOLAS, LAWRENCE | I | PRINCIPAL | NA | Control |
| FRELINGHUYSEN, NICHOLAS, LAWRENCE | I | PRINCIPAL | NA | Control |
| OLIVER, JORDAN, T | I | ASSIGNEE | NA | |
| OLIVER, JORDAN, T | I | ASSIGNEE | NA | |
| OLIVER, JORDAN, T | I | ASSIGNEE | NA | |
| OLIVER, JORDAN, T | I | ASSIGNEE | NA | |
| OLIVER, JORDAN, T | I | ASSIGNEE | NA | |
| OLIVER, JORDAN, T | I | ASSIGNEE | NA | |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | NA | |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | NA | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | NA | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | NA | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | NA | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | NA | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| LAIDLAW, DAVID, KENNEDY | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | D | Control |
| TILLSON, DAVID, ABBOTT | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | D | Control |
| TILLSON, DAVID, ABBOTT | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | D | Control |
| TILLSON, DAVID, ABBOTT | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | D | Control |
| TILLSON, DAVID, ABBOTT | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | D | Control |
| TILLSON, DAVID, ABBOTT | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | D | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | C | Control |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | C | Control |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | C | Control |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | C | Control |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | C | Control |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | C | Control |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | C | Control |
| CONNARD, BENJAMIN | I | MEMBER | B | Control |
| CONNARD, BENJAMIN | I | MEMBER | B | Control |
| CONNARD, BENJAMIN | I | MEMBER | B | Control |
| CONNARD, BENJAMIN | I | MEMBER | B | Control |
| CONNARD, BENJAMIN | I | MEMBER | B | Control |
| CONNARD, BENJAMIN | I | MEMBER | B | Control |
| FRELINGHUYSEN, NICHOLAS, LAWRENCE | I | MEMBER | B | |
| FRELINGHUYSEN, NICHOLAS, LAWRENCE | I | MEMBER | B | |
| FRELINGHUYSEN, NICHOLAS, LAWRENCE | I | MEMBER | B | |
| FRELINGHUYSEN, NICHOLAS, LAWRENCE | I | MEMBER | B | |
| GIACONA, STEVEN, JOSEPH | I | MEMBER | B | Control |
| GIACONA, STEVEN, JOSEPH | I | MEMBER | B | Control |
| GIACONA, STEVEN, JOSEPH | I | MEMBER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | B | Control |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | B | Control |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | B | Control |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | B | Control |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | B | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | B | Control |
| FRELINGHUYSEN, NICHOLAS, LAWRENCE | I | MEMBER | A | |
| FRELINGHUYSEN, NICHOLAS, LAWRENCE | I | MEMBER | A | |
| FRELINGHUYSEN, NICHOLAS, LAWRENCE | I | MEMBER | A | |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | A | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | A | Control |
| KNOX, JOHN, JAY | I | SENIOR VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | A | Control |
| OLIVER, MICHAEL, BENJAMIN | I | MEMBER | A | Control |
| OLIVER, MICHAEL, BENJAMIN | I | MEMBER | A | Control |
| OLIVER, MICHAEL, BENJAMIN | I | MEMBER | A | Control |
| OLIVER, MICHAEL, BENJAMIN | I | MEMBER | A | Control |
| OLIVER, MICHAEL, BENJAMIN | I | MEMBER | A | Control |
| OLIVER, MICHAEL, BENJAMIN | I | MEMBER | A | Control |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | A | |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | A | |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | A | |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | A | |
| TILLSON FAMILY HOLDINGS LLC | DE | MEMBER | A | |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | A | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | A | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | A | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | A | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | A | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | A | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | A | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | A | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | A | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | A | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | A | Control |
| TILLSON, DAVID, ABBOTT | I | MANAGER AND CO-CHIEF INVESTMENT OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TILLSON, NANCY, L | I | TILLSON FAMILY HOLDINGS, LLC | F | Control |
| TILLSON, NANCY, L | I | TILLSON FAMILY HOLDINGS, LLC | F | Control |
| TILLSON, NANCY, L | I | TILLSON FAMILY HOLDINGS, LLC | F | Control |
| TILLSON, NANCY, L | I | TILLSON FAMILY HOLDINGS, LLC | F | Control |
| TILLSON, NANCY, L | I | TILLSON FAMILY HOLDINGS, LLC | F | Control |
| TILLSON, NANCY, L | I | TILLSON FAMILY HOLDINGS, LLC | F | Control |
| TILLSON, NANCY, L | I | TILLSON FAMILY HOLDINGS, LLC | F | Control |
| TILLSON, NANCY, L | I | TILLSON FAMILY HOLDINGS LLC | F | Control |
| TILLSON, NANCY, L | I | TILLSON FAMILY HOLDINGS LLC | F | Control |
| TILLSON, NANCY, L | I | TILLSON FAMILY HOLDINGS LLC | F | Control |
| TILLSON, NANCY, L | I | TILLSON FAMILY HOLDINGS LLC | F | Control |
| TILLSON, NANCY, L | I | TILLSON FAMILY HOLDINGS LLC | F | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS LLC | D | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS LLC | D | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS LLC | D | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS LLC | D | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS LLC | D | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS LLC | D | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS LLC | D | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS LLC | D | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS LLC | D | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS LLC | D | Control |
| OLIVER, JORDAN, T | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| OLIVER, JORDAN, T | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| OLIVER, JORDAN, T | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| OLIVER, JORDAN, T | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| OLIVER, JORDAN, T | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| OLIVER, JORDAN, T | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| OLIVER, JORDAN, T | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| OLIVER, JORDAN, T | I | TILLSON FAMILY HOLDINGS LLC | C | Control |
| OLIVER, JORDAN, T | I | TILLSON FAMILY HOLDINGS LLC | C | Control |
| OLIVER, JORDAN, T | I | TILLSON FAMILY HOLDINGS LLC | C | Control |
| OLIVER, JORDAN, T | I | TILLSON FAMILY HOLDINGS LLC | C | Control |
| OLIVER, JORDAN, T | I | TILLSON FAMILY HOLDINGS LLC | C | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS LLC | C | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS LLC | C | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS LLC | C | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS LLC | C | Control |
| TILLSON, ALEXANDRA, E | I | TILLSON FAMILY HOLDINGS LLC | C | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS, LLC | C | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS LLC | C | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS LLC | C | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS LLC | C | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS LLC | C | Control |
| TILLSON, DAVID, ABBOTT | I | TILLSON FAMILY HOLDINGS LLC | C | Control |
Registrations
Federal
IA
Mar 13, 2024 REGISTERED
Notice Filings (16)
CA CT FL MA MD NC NH NJ NY OH OR PA TX VA VT WA
Address
4 HIGH RIDGE PARK3RD FLOOR
STAMFORD, CT 06905-1325
United States
Phone: 203-227-4515