Firm profile

RIDGEMONT PARTNERS MANAGEMENT, LLC

CHARLOTTE, NCCRD 157421Latest ADV March 30, 2026

Ridgemont Partners Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 30, 2026, reports $10.3B in regulatory assets under management, 61 employees, 1 office, and 33 accounts.

Assets Under Management
$10.3B
Employees
61
Offices
1 office
Total Clients
32
Primary office
CHARLOTTE, NC
101 S. TRYON STREET, SUITE 3400, CHARLOTTE, NC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOEdward A. Balogh
COOJane H. Caldwell

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
32
Categories with <5 clients
SEPARATELY MANAGED ACCOUNT<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$10.3Bas of March 30, 2026
Discretionary100.0%
$10.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$10.3B
Total Accounts33
10Y AUM Change+$8.0B (+346.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees61
Clients per Employee1:1
10Y Employee Change+33 (+117.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.