Vision Ridge Partners, LLC is a large advisory firm based in Boulder. It manages $1.18 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Colorado.
Vision Ridge Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vision Ridge Partners, LLC is $1.18 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 162% since the beginning of its operation, and $74.51 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Vision Ridge Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations and pooled investment vehicles. The largest group of clients of Vision Ridge Partners is pooled investment vehicles with 5 clients and $1.12 billion of assets under management. Among the 9 most similar advisory firms, Vision Ridge Partners has the 4th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.18 billion for 7 clients. 15% of the firm’s clients are foreign persons or businesses.
Vision Ridge Partners also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 14 people that are either part- or full-time employees. 79 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Vision Ridge Partners, LLC performs its advisory services is located at 1011 Walnut Street, Boulder, CO 80302, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 720-616-6508. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at vision-ridge.com/.