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Ridgeline Research LLC

● SEC registered since 2020CRD 300807SEC# 801-117858
Export (members)
Reg. AUM
$137M
Employees
2
Accounts
1
Location

Ridgeline Research LLC assets under management

Ridgeline Research LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $137 million in regulatory assets under management and employs 2 people.

Ridgeline Research LLC owners & executives

2 reported
NameTitleOwnershipSince
Thomas Anthony Carter ControlPresident10-25%2019
William Edward Flaig ControlChief Executive Officer And Cco50-75%2016

Frequently asked questions

How much does Ridgeline Research LLC manage?

Ridgeline Research LLC reports $137 million in regulatory assets under management on its Form ADV.

How many employees does Ridgeline Research LLC have?

Ridgeline Research LLC reports 2 employees.

Does Ridgeline Research LLC disclose fund performance?

Ridgeline Research LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone301-685-7171
Office hours9 a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$137M▲ 20%
Mar '25 — $113.8MApr '25 — $113.8MMay '25 — $113.8MJun '25 — $113.8MJul '25 — $113.8MAug '25 — $113.8MSep '25 — $113.8MOct '25 — $113.8MNov '25 — $113.8MDec '25 — $113.8MJan '26 — $113.8MFeb '26 — $113.8MMar '26 — $137MApr '26 — $137MMay '26 — $137MJun '26 — $137M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$137Mregulatory AUM
Discretionary $137M