Overview
Assets Under Management: $137 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 7
Average Client Assets: $20 million
Frequently Asked Questions
ESSEX RIDGE CAPITAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145795), ESSEX RIDGE CAPITAL GROUP, LLC is subject to fiduciary duty under federal law.
ESSEX RIDGE CAPITAL GROUP, LLC is headquartered in ST. LOUIS, MO.
ESSEX RIDGE CAPITAL GROUP, LLC serves 7 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, ESSEX RIDGE CAPITAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ESSEX RIDGE CAPITAL GROUP, LLC manages $137 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, ESSEX RIDGE CAPITAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $20 million
Total Client Accounts: 51
Discretionary Accounts: 51
Regulatory Filings
CRD Number: 145795
Last Filing Date: 2025-02-18 00:00:00
Website: https://essexridgecapital.com