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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

RIDGEWOOD PRIVATE EQUITY PARTNERS

RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC, CRD 283321

MONTVALE, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:05f08beb-aa35-4997-2641-5d8fb249a48d

Data as of Mar 31, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 3
On other graphs: 2
Observed: Mar 24, 2016 to Mar 31, 2021
11 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Ridgewood Private Equity Partners

Private equity manager · shared crd

Independent Sponsorsidentity

Ridgewood Private Equity Partners

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $750MItem 5.F on the latest filing (2021-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $717M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 9
Private funds: 5Schedule D 7.B(1)
Private fund GAV: $671Mgross asset value as reported per fund; never fund size
Custody, client assets: $1.8M
SEC number: 801-107542
CRD: 283321
Filings on the tape: 11
First filed: Mar 24, 2016
Latest filed: Mar 31, 2021
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
RPEP ENERGY OPPORTUNITIES FUND -- INSTITUTIONAL PARTNERS, L.P.	Private Equity Fund	$62.3M	Mar 29, 2024	7	Mar 24, 2016	reported	021-233448
RIDGEWOOD PRIVATE EQUITY PARTNERS ENERGY OPPORTUNITIES FUND, LLC	Private Equity Fund	$13.2M	Mar 29, 2024	27	Mar 31, 2017	reported	021-233448

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALBRECHT, MICHAEL, LAWRENCE	MANAGING DIRECTOR	Na	yes	09/2014	Mar 24, 2016	Mar 31, 2021
HAGGERTY, MARIA, EUGENIA	VP-LEGAL & CHIEF COMPLIANCE OFFICER	Na	yes	04/2014	Mar 24, 2016	Mar 31, 2021
LISSNER, SAMUEL, JUREK	VICE PRESIDENT	Na	yes	04/2014	Mar 24, 2016	Mar 31, 2021
POSNER, ROSS, MAXWELL	SENIOR MANAGING DIRECTOR	Na	yes	06/2014	Mar 24, 2016	Mar 31, 2021
STRASBERG, JEFFREY, HOWARD	CHIEF FINANCIAL OFFICER	Na	yes	04/2014	Mar 24, 2016	Mar 31, 2021
SWANSON FAMILY CONTROL TRUST, ROBERT E. SWANSON TRUSTEE	Owner	E	yes	04/2014	Mar 24, 2016	Mar 31, 2021
SWANSON, MATTHEW, ELIAS	SENIOR MANAGING DIRECTOR	B	yes	04/2014	Mar 24, 2016	Mar 31, 2021
SWANSON, ROBERT, E	Trustee	E	yes	03/2006	Mar 29, 2016	Mar 31, 2021
SWANSON, ROBERT, ERNEST	Chairman	E	yes	04/2014	Mar 24, 2016	Mar 31, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
RIDGEWOOD ENERGY CORPORATION	n/a	Asset manager	$3.3B	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 31, 2021	$750M	$717M	11	7	1	5	$671M
2019	Mar 30, 2020	$703M	$675M	9	5	1	4	$413M
2018	Mar 29, 2019	$473M	$460M	9	5	2	4	$413M
2017	Mar 30, 2018	$260M	$121M	9	5	2	2	$57.3M
2016	Mar 31, 2017	$176M	$57.1M	9	5	n/a	2	$53.4M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$750M	$703M	6.6%	$260M	42.3%	11	9	1	1

Relationships

Affiliated with (3)

← RIDGEWOOD ENERGY CORPORATIONRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← RIDGEWOOD INFRASTRUCTURERegistered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV
→ RIDGEWOOD ENERGY CORPORATIONRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Advises (2)

→ RIDGEWOOD PRIVATE EQUITY PARTNERS ENERGY OPPORTUNITIES FUND, LLCPrivate fundPrivate Equity Fund, ERA
Mar 31, 2017 to presentfactForm ADV
→ RPEP ENERGY OPPORTUNITIES FUND -- INSTITUTIONAL PARTNERS, L.P.Private fundPrivate Equity Fund, ERA
Mar 24, 2016 to presentfactForm ADV

Controls (9)

← SWANSON, ROBERT, EOwnerTRUSTEE, ownership code E, individual
Mar 29, 2016 to presentfactForm ADV
← SWANSON, ROBERT, ERNESTOwnerCHAIRMAN, ownership code E, individual
Mar 24, 2016 to presentfactForm ADV
← POSNER, ROSS, MAXWELLOwnerSENIOR MANAGING DIRECTOR, ownership code NA, individual
Mar 24, 2016 to presentfactForm ADV
← ALBRECHT, MICHAEL, LAWRENCEOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 24, 2016 to presentfactForm ADV
← STRASBERG, JEFFREY, HOWARDOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 24, 2016 to presentfactForm ADV
← SWANSON, MATTHEW, ELIASOwnerSENIOR MANAGING DIRECTOR, ownership code B, individual
Mar 24, 2016 to presentfactForm ADV
← HAGGERTY, MARIA, EUGENIAOwnerVP-LEGAL & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 24, 2016 to presentfactForm ADV
← LISSNER, SAMUEL, JUREKOwnerVICE PRESIDENT, ownership code NA, individual
Mar 24, 2016 to presentfactForm ADV
← SWANSON FAMILY CONTROL TRUST, ROBERT E. SWANSON TRUSTEEOwnerOWNER, ownership code E, domestic entity
Mar 24, 2016 to presentfactForm ADV

Dated events

Occurred
Mar 30, 2020
Regulatory AUM changed
Ridgewood Private Equity Partners reported RAUM $703.0M, up 60% from $438.1M (2019-04-29 to 2020-03-30)
Form ADVobserved 5 days ago
$265M
Occurred
Mar 29, 2019
Regulatory AUM changed
Ridgewood Private Equity Partners reported RAUM $473.4M, up 82% from $260.3M (2018-03-30 to 2019-03-29)
Form ADVobserved 5 days ago
$213M
Occurred
Mar 24, 2016
First Form ADV filing
Ridgewood Private Equity Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:05f08beb-aa35-4997-2641-5d8fb249a48d
First observed: Mar 24, 2016
Last observed: Mar 31, 2021 66 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RIDGEWOOD PRIVATE EQUITY PARTNERS

RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC, CRD 283321

MONTVALE, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:05f08beb-aa35-4997-2641-5d8fb249a48d

Data as of Mar 31, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:54 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

RPEP ENERGY OPPORTUNITIES FUND -- INSTITUTIONAL PARTNERS, L.P.

Private Equity Fund

$62.3M

Mar 29, 2024

Mar 24, 2016

reported

021-233448

RIDGEWOOD PRIVATE EQUITY PARTNERS ENERGY OPPORTUNITIES FUND, LLC

Private Equity Fund

$13.2M

Mar 29, 2024

Mar 31, 2017

reported

021-233448

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALBRECHT, MICHAEL, LAWRENCE

MANAGING DIRECTOR

yes

09/2014

Mar 24, 2016

Mar 31, 2021

HAGGERTY, MARIA, EUGENIA

VP-LEGAL & CHIEF COMPLIANCE OFFICER

yes

04/2014

Mar 24, 2016

Mar 31, 2021

LISSNER, SAMUEL, JUREK

VICE PRESIDENT

yes

04/2014

Mar 24, 2016

Mar 31, 2021

POSNER, ROSS, MAXWELL

SENIOR MANAGING DIRECTOR

yes

06/2014

Mar 24, 2016

Mar 31, 2021

STRASBERG, JEFFREY, HOWARD

CHIEF FINANCIAL OFFICER

yes

04/2014

Mar 24, 2016

Mar 31, 2021

SWANSON FAMILY CONTROL TRUST, ROBERT E. SWANSON TRUSTEE

Owner

yes

04/2014

Mar 24, 2016

Mar 31, 2021

SWANSON, MATTHEW, ELIAS

SENIOR MANAGING DIRECTOR

yes

04/2014

Mar 24, 2016

Mar 31, 2021

SWANSON, ROBERT, E

Trustee

yes

03/2006

Mar 29, 2016

Mar 31, 2021

SWANSON, ROBERT, ERNEST

Chairman

yes

04/2014

Mar 24, 2016

Mar 31, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

RIDGEWOOD ENERGY CORPORATION

n/a

Asset manager

$3.3B

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 31, 2021

$750M

$717M

$671M

2019

Mar 30, 2020

$703M

$675M

$413M

2018

Mar 29, 2019

$473M

$460M

$413M

2017

Mar 30, 2018

$260M

$121M

$57.3M

2016

Mar 31, 2017

$176M

$57.1M

n/a

$53.4M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$750M

$703M

6.6%

$260M

42.3%