Firm profile

KING RIDGE CAPITAL ADVISORS, LLC

CRD 333383Latest ADV March 23, 2026

King Ridge Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 23, 2026, reports $45M in regulatory assets under management, 3 employees, 1 office, and 2 accounts.

Assets Under Management
$45M
Employees
3
Offices
1 office
Total Clients
<5
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOFrederick J. Pagnani
CCONeil R. Hause
CIOVijay K. Manghnani

Advisory services offered

1 types reported
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$45Mas of March 23, 2026
Discretionary100.0%
$45M
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$45M
Total Accounts2
10Y AUM Change+$45M

Employee Growth by Quarter

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

Total Employees3
Clients per Employee1:1
10Y Employee Change0 (0.0%)

* 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.