AltMountain

Ridgewood Select Value Funds

Organized in Delaware, United States · Advised by Ridgewood Investments · Private fund ID 805-6423380045
Hedge fund

Ridgewood Select Value Funds is a hedge fund organized in Delaware, United States and advised by Ridgewood Investments. Its adviser reported $9,717,042 in gross assets for the fund on Form ADV, filed Sep 5, 2024. It reported 25 beneficial owners. The minimum investment it accepts is $100,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors.

Gross assets
$9,717,042As reported on Form ADV
Beneficial owners
25
Minimum investment
$100,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 owners
Fund type
Hedge fund
Domicile
Delaware, United States
Auditor
Summit LLC
Administrator
Highlands CPA, LLC
Prime broker
Interactive Brokers LLC
Custodian
Charles Schwab & Co., Inc.; Interactive Brokers LLC; Flagstar Bank
Adviser
Ridgewood Investments · Springfield, NJ · CRD 121220
Reported on
Sep 5, 2024Adviser's Form ADV

From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Ridgewood Select Value Funds

What is the minimum investment for Ridgewood Select Value Funds?

According to its adviser's Form ADV filed Sep 5, 2024, the minimum investment Ridgewood Select Value Funds accepts is $100,000.

Who can invest in Ridgewood Select Value Funds?

Ridgewood Select Value Funds is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).

How large is Ridgewood Select Value Funds?

Its adviser reported $9,717,042 in gross assets on Form ADV filed Sep 5, 2024. Gross assets include borrowed money and are not the same as net assets or performance.

Who manages Ridgewood Select Value Funds?

Ridgewood Select Value Funds is advised by Ridgewood Investments, based in Springfield, NJ.

Who are Ridgewood Select Value Funds's service providers?

Its Form ADV lists Summit LLC as auditor and Highlands CPA, LLC as administrator.

Other funds advised by Ridgewood Investments