Ridgeview Asset Management Partners - aVenture Asset Manager Research
Location
Stamford, CT, US
Founded
2015
Ridgeview Asset Management Partners is an independent wealth management firm focused on providing tailored investment solutions to clients in the United States. The firm offers a range of services including fixed income, equities, and private investments, as well as asset allocation, risk management, and investment planning. Ridgeview emphasizes enhanced performance, empirical research, and cutting-edge technology in its approach.
The firm's investment philosophy centers on reducing fees, costs, and taxes while creating transparent, client-specific investment plans. Ridgeview has participated in at least one Series C funding round, as evidenced by their investment in Doctor On Demand, a telemedicine company that has raised $74 million. This demonstrates the firm's interest in later-stage investments in the healthcare technology sector.
Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Series C1 (100.0%)
Stage Mix
Series C 100%
Concentration shown as share of disclosed investments by stage.