Loading...
Docoh

Ridgewood Investments

Ridgewood Investments is a fund manager in Springfield with $340.84M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
203507122
SEC advisor number
801-66378
FINRA CRD number
121220
AUM ?
$340.84M (as of 6 May 22)
Accounts
531 (as of 6 May 22)
Employees
6 (6 investment advisory or research)
Address
Ridgewood Investments
623 MORRIS AVENUE
SPRINGFIELD
NJ 07081
Phone
9735446970

Ownership

Fund structure AUM Fund type
Ridgewood Investments $340.84M
Freedom Income Fund I Series $11.7M Other Private Fund
Freedom Real Estate Series 1 $3.51M Real Estate Fund
Ridgewood Dividend Partners Fund $8.98M Hedge Fund
Ridgewood Funds LLC $2.1M Real Estate Fund
Ridgewood Real Estate Series 1 $8.25M Real Estate Fund
Ridgewood Select Value Funds $12.97M Hedge Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 182 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$14.46M 52.98K 53.05K -0.1
$2.86M 8.25K 8.95K -7.9
Vanguard Intl Equity Index F
$2.74M 32.08K 34.76K -7.7
$2.74M 2.12K 2.09K +1.4
$2.04M 32.95K 33.24K -0.9
$2.03M 26.5K 26.5K 0
$1.83M 14.18K 13.39K +5.9
$1.75M 804 770 +4.4
$1.7M 26.74K 29.75K -10.1
$1.66M 9.44K 10.24K -7.7
$1.62M 740 706 +4.8
$1.61M 8.16K 9.21K -11.3
$1.47M 15.35K 15.35K -0.0
$1.43M 23.1K 23.1K -0.0
$1.32M 10.36K 6.7K +54.8
$1.28M 34.2K 27.38K +24.9
$1.26M 24.82K 24.18K +2.7
$1.21M 24.96K 24.96K 0
$1.2M 8.91K 8.91K -0.0
$1.2M 17.05K 17.04K 0
$1.15M 21.95K 22.4K -2.0
$1.14M 110.91K 100.78K +10.1
$1.14M 15.18K 15.18K -0.0
$1.12M 24.36K 13.77K +76.9
$1.1M 3.7K 3.41K +8.6
$1.09M 5.77K 5.67K +1.8
$1.09M 28.68K 25.67K +11.7
$1.06M 47.27K 42.2K +12.0
$1.05M 3.74K 3.97K -5.8
$1.02M 17.19K 17.62K -2.4
$1.01M 3.94K 2.22K +77.0
$996K 18K 18.01K -0.1
$985K 3.85K 3.91K -1.5
$978K 35.44K 37K -4.2
$969K 6.86K 6.65K +3.2
$933K 27.65K NEW
$916K 10.48K 10.49K -0.1
$903K 3.02K 3.01K +0.2
$881K 11.56K 12.67K -8.8
$856K 4.88K 5.72K -14.6
$845K 3.08K 3.12K -1.3
$827K 32.09K 30.96K +3.6
Smith & Nephew PLC
$827K 29.62K 29.61K 0
$795K 36.93K NEW
$793K 8.69K 9.24K -5.9
$775K 4K 4K 0
$768K 7.23K 181 +3895.0
$766K 24.19K 24.19K 0
$755K 10.82K 9.4K +15.1
$754K 3.2K 3.2K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

26 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings